Huang believes that AI has revolutionized computing and sees Nvidia at the center of this new era, much like Intel was during the mass-market CPU chips revolution. He envisions a future where computing involves not just retrieval but also generation powered by AI. This involves a complete overhaul of the computer industry, including new data centers, computer designs, and coding languages. Huang is confident that even if Big Tech catches up to Nvidia's current GPU technology in the next 5-10 years, Nvidia will still be ahead, shaping the future of computing.
Key takeaways:
- Jensen Huang, the CEO of Nvidia, has become a central figure in the tech industry due to the high demand for his company's Graphics Processing Units (GPUs) which are essential for training artificial intelligence.
- Despite Big Tech companies developing their own AI chips, Nvidia remains years ahead of the competition, and these companies will continue to rely on Nvidia's GPUs for the foreseeable future.
- Nvidia is also developing its own AI cloud service, DGX Cloud, which it trades with cloud providers like Google, Microsoft, and AWS in exchange for its GPUs.
- Huang envisions a future where computing involves not just retrieval but also generation powered by AI, and he sees Nvidia and GPUs at the center of this computing revolution.