Keep pulling the thread on Jensen Huang.
Konstantin, citing Jensen Huang, described the current AI trend as the largest infrastructure build-out in human history.
NVIDIA is the central company enabling the current AI infrastructure build-out, which is described as the largest in human history.
In the last two years, AI has evolved from a novelty to a technology that produces valuable work, making it the fastest-growing software business in history.
Jensen Huang predicts that in the future, all digital content, including pixels, sounds, and videos, will be originally generated for each individual user rather than retrieved from storage.
Jensen Huang predicts the internet will evolve from serving one billion humans to primarily serving approximately 100 billion AI agents.
An NVIDIA server rack contains 72 chips, weighs 2 tons, has 1.5 million parts, and costs $4 million.
NVIDIA is manufacturing approximately 8 million chips this year.
An AI factory costs approximately $50 billion per gigawatt of power.
A single $50 billion AI factory can generate between $300 billion and $400 billion in intelligence value.
The growth of AI represents the single greatest opportunity for the energy industry to grow in several generations.
Approximately $1 trillion from the market will be invested into the five-layer AI technology stack this year alone.
AI models can learn the language and meaning of any data with a discernible structure, including proteins, genes, and cells.