What Jensen Huang has said about CUDA
2 quotes · 1 episode · Mar 23, 2026
Jensen Huang, Nvidia CEO who described GPUs as fungible, durable revenue-generating assets, has been quoted on CUDA 2 times in 1 episode of Lex Fridman Podcast, most recently on March 23, 2026. Each quote below is verbatim and links to the moment it was said.
In their words
Huang says putting CUDA on GeForce consumed the company's gross profit and cut its market cap to about $1.5 billion.
“You know, our market cap went down to like $1.5 billion. And so we were down there for a while, and we clawed our way back slowly”
Lex Fridman Podcast: #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution (Mar 23, 2026) · Listen from 18:43
Huang argues that install base, not elegance, defines a computing architecture, citing x86's survival.
“InstallBase is everything. InstallBase defines an architecture. Everything else is secondary”
Lex Fridman Podcast: #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution (Mar 23, 2026) · Listen from 17:28
Episodes
#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI RevolutionLex Fridman Podcast · Mar 23, 2026
Lex Fridman interviews NVIDIA CEO Jensen Huang on extreme co-design, CUDA, AI scaling laws, supply chains, power, China, TSMC, jobs, AGI and mortality.
Jensen Huang on other topics
- Technological unemployment · 4 quotes
- TSMC · 2 quotes
- Neural scaling laws · 2 quotes
- Consciousness · 1 quote
- Artificial general intelligence · 1 quote
- DLSS 5 · 1 quote
- Technology industry in China · 1 quote
- Semiconductor supply chain · 1 quote