What Jensen Huang has said about Semiconductor supply chain

1 quote · 1 episode · Mar 23, 2026

Jensen Huang, Nvidia CEO who described GPUs as fungible, durable revenue-generating assets, has been quoted on Semiconductor supply chain once 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 recounts convincing DRAM CEOs about three years earlier that HBM would become mainstream data center memory.
“I was able to convince several of the CEOs that even though at the time, HBM memory was used quite scarcely and barely by supercomputers”
Lex Fridman Podcast: #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution (Mar 23, 2026) · Listen from 45:40

Episodes

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution
Lex 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.

Others on Semiconductor supply chain

Jiang Xueqin · 1 quote

Jensen Huang on other topics

Technological unemployment · 4 quotes
TSMC · 2 quotes
Neural scaling laws · 2 quotes
CUDA · 2 quotes
Consciousness · 1 quote
Artificial general intelligence · 1 quote
DLSS 5 · 1 quote
Technology industry in China · 1 quote