What Jensen Huang has said about TSMC
2 quotes · 1 episode · Mar 23, 2026
Jensen Huang, Nvidia CEO who described GPUs as fungible, durable revenue-generating assets, has been quoted on TSMC 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 NVIDIA has done business with TSMC for three decades without a contract.
“I don't know how many tens, hundreds of billions of dollars of business we've done through them, and we don't have a contract”
Lex Fridman Podcast: #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution (Mar 23, 2026) · Listen from 1:19:07
Huang confirms Morris Chang offered him the TSMC CEO role and says he declined because of his responsibility to NVIDIA.
“And so I declined it, you know, not because it wasn't an incredible offer. It's an unbelievable offer, but I simply couldn't take it”
Lex Fridman Podcast: #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution (Mar 23, 2026) · Listen from 1:20:27
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
- 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
- Semiconductor supply chain · 1 quote