In this week’s episode of No Priors, Sarah and Elad sit down with Jensen Huang, CEO of NVIDIA, for the second time to reflect on the company’s extraordinary growth over the past year. Jensen discusses AI’s takeover of datacenters and NVIDIA’s rapid development of x.AI’s supercluster. The conversation also covers Nvidia’s decade-long infrastructure bets, software longevity, and innovations like NVLink. Jensen shares his views on the future of embodied AI, digital employees, and how AI is transforming scientific discovery.

Show Notes:

00:00 Introduction

1:22 NVIDIA's 10-year bets

2:28 Outpacing Moore’s Law

3:42 Data centers and NVLink

7:16 Infrastructure flexibility for large-scale training and inference

10:40 Building and optimizing data centers

13:30 Maintaining software and architecture compatibility

15:00 X.AI’s supercluster

18:55 Challenges of super scaling data centers

20:39 AI’s role in chip design

22:23 NVIDIA's market cap surge and company evolution

27:03 Embodied AI

28:33 AI employees

31:25 Impact of AI on science and engineering

35:40 Jensen’s personal use of AI tools