Why NVIDIA is 3 years ahead of everyone - NVIDIA CEO explains | Jensen Huang and Lex Fridman

Jensen Huang outlines NVIDIA's strategy for staying ahead in AI hardware development, emphasizing the challenge of hardware cycles taking 3 years while AI model architectures change every 6 months. NVIDIA addresses this through three key approaches: conducting internal basic and applied research to gain hands-on experience, working with every AI company globally to understand industry challenges and trends, and maintaining CUDA's flexible architecture that balances specialization with adaptability. Huang provides concrete examples of successful prediction, such as anticipating mixture of experts architectures leading to MVLink 72 development, and the evolution from Grace Blackwell racks designed for LLM inference to Vera Rubin systems designed for agentic computing. He explains that predicting these shifts comes down to logical reasoning about what AI systems need to become useful digital workers - they must access files, conduct research, and use existing tools rather than reinventing everything. Using the analogy of a humanoid robot that would use a microwave rather than beam microwaves from its fingers, Huang argues that AI agents will naturally integrate with existing computing infrastructure, leading to what he calls a reinvention of the computer itself.