CUDA
Product in Technology
CUDA has come up in 1 episode across 1 podcast in TMT, including Lex Fridman Podcast. 1 person has made recorded remarks about it.
What people said
Jensen HuangNvidia CEO who described GPUs as fungible, durable revenue-generating assets
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
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
Podcasts
- Lex Fridman Podcast · 1 episode
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.