Загрузка видео...

Не удалось загрузить видео

На главную

Jensen Huang and Michael Dell discussed the supply bottleneck: Michael - memory is the challenge. Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use.

The_AI_Investor's profile picture

The AI Investor

79,519 subscribers

245,616 просмотров • 2 месяцев назад •via X (Twitter)

Наука и технологииФинансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

$NVDA CEO Jensen Huang and $DELL CEO Michael Dell discussed the biggest AI supply chain constraint right now. They also broke down the future of AI agents as digital workers inside the enterprise.
2:20

$NVDA CEO Jensen Huang and $DELL CEO Michael Dell discussed the biggest AI supply chain constraint right now. They also broke down the future of AI agents as digital workers inside the enterprise.

Shay Boloor

76,200 просмотров • 2 месяцев назад

Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL
3:49

Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL

The Future Investors

180,405 просмотров • 2 месяцев назад

JENSEN HUANG: “We have to make sure that the supply chain upstream and downstream are prepared for this future … We're going to have billions of [AI] agents in the world, and they're going to be working 24/7.”
0:41

JENSEN HUANG: “We have to make sure that the supply chain upstream and downstream are prepared for this future … We're going to have billions of [AI] agents in the world, and they're going to be working 24/7.”

Chief Nerd

19,784 просмотров • 2 месяцев назад

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU
0:50

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

NIK

217,217 просмотров • 5 месяцев назад

The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.
2:10

The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

Daniel

124,606 просмотров • 1 месяц назад

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.
0:27

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Shay Boloor

89,861 просмотров • 2 месяцев назад

We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24
7:43

We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24

Vala Afshar

48,108 просмотров • 1 год назад

Nvidia $NVDA CEO Jensen Huang talking about a new partnership with $DELL that will allow companies and governments to deploy their own AI “factories” - Bloomberg
2:34

Nvidia $NVDA CEO Jensen Huang talking about a new partnership with $DELL that will allow companies and governments to deploy their own AI “factories” - Bloomberg

Evan

375,731 просмотров • 2 лет назад

🚨 JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.”
2:09

🚨 JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.”

Chief Nerd

3,020,584 просмотров • 2 месяцев назад

Our CEO Jensen Huang and Dell Technologies Chairman & CEO Michael Dell kicked things off at #DellTechWorld in Las Vegas with a look at how the Dell AI Factory with NVIDIA is redefining how companies build, run, and scale AI. We saw NemoClaw powering agentic AI on-prem, robots demonstrating physical AI in the real world, and sessions packed with enterprise use cases.
0:30

Our CEO Jensen Huang and Dell Technologies Chairman & CEO Michael Dell kicked things off at #DellTechWorld in Las Vegas with a look at how the Dell AI Factory with NVIDIA is redefining how companies build, run, and scale AI. We saw NemoClaw powering agentic AI on-prem, robots demonstrating physical AI in the real world, and sessions packed with enterprise use cases.

NVIDIA

93,760 просмотров • 1 месяц назад

Jensen Huang: the solution to AI safety and alignment is more technology not less and so "we need technology to go faster, a lot faster"
0:45

Jensen Huang: the solution to AI safety and alignment is more technology not less and so "we need technology to go faster, a lot faster"

Tsarathustra

132,614 просмотров • 2 лет назад

Agents need more than a model. Jensen Huang breaks down the enterprise agent stack: models, orchestration, tools with skills, and a secure runtime to hold it all together. This is the NVIDIA toolkit for agents:
0:48

Agents need more than a model. Jensen Huang breaks down the enterprise agent stack: models, orchestration, tools with skills, and a secure runtime to hold it all together. This is the NVIDIA toolkit for agents:

NVIDIA

40,806 просмотров • 1 месяц назад

Nvidia CEO Jensen Huang and Tesla CEO Elon Musk discuss how AI will change the way we work:
0:24

Nvidia CEO Jensen Huang and Tesla CEO Elon Musk discuss how AI will change the way we work:

Yahoo Finance

7,234,658 просмотров • 8 месяцев назад

Jensen Huang: “We have a surprising new product that we haven’t told anyone about yet. We will announce it later” If $NVDA gets into the memory game—it’ll be game over…limit down!!
0:33

Jensen Huang: “We have a surprising new product that we haven’t told anyone about yet. We will announce it later” If $NVDA gets into the memory game—it’ll be game over…limit down!!

Nicholas Mugalli

517,203 просмотров • 1 месяц назад

You heard it first from Jensen Huang at the NVIDIA GTC keynote: "Dell is the world's leading computer systems maker, and they also are one of the world's leading storage providers." Our partnership with @NVIDIA continues. 💚
0:20

You heard it first from Jensen Huang at the NVIDIA GTC keynote: "Dell is the world's leading computer systems maker, and they also are one of the world's leading storage providers." Our partnership with @NVIDIA continues. 💚

Dell Technologies

1,396,538 просмотров • 4 месяцев назад

Jensen casually explains the killing of Investment Banking and Consulting Analyst programs. ☠️ $NVDA 👀 “EVERY SINGLE APPLICATION - Word, Excel, PowerPoint, Photoshop, Premier, AutoCAD - you give me your favorite application…I promise you it will be HIGHLY machine learned in the future. “And on top of that, you’re going to have machines, agents that help you use them. “We know this for a FACT at this point.” Fabulous discussion between Brad Gerstner, his colleague, and Jensen Huang.
1:28

Jensen casually explains the killing of Investment Banking and Consulting Analyst programs. ☠️ $NVDA 👀 “EVERY SINGLE APPLICATION - Word, Excel, PowerPoint, Photoshop, Premier, AutoCAD - you give me your favorite application…I promise you it will be HIGHLY machine learned in the future. “And on top of that, you’re going to have machines, agents that help you use them. “We know this for a FACT at this point.” Fabulous discussion between Brad Gerstner, his colleague, and Jensen Huang.

Compound248 💰

363,597 просмотров • 1 год назад

Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR. He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies have ever seen.
0:20

Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR. He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies have ever seen.

NoLimit

1,140,491 просмотров • 1 месяц назад

BILLIONAIRE MICHAEL SAYLOR ABSOLUTELY SILENCES THE TROLLS FUDDING STRC AND STRATEGY “WE WILL CONTINUE TO RAISE BILLIONS AND BILLIONS FROM THE GLOBAL CREDIT MARKET” "WE ARE THE BEST BUYER OF BTC IN THE WORLD, AND THAT WILL CONTINUE" “THIS IS NOT CONTROVERSIAL” ABSOLUTE LEGEND 🔥
2:56

BILLIONAIRE MICHAEL SAYLOR ABSOLUTELY SILENCES THE TROLLS FUDDING STRC AND STRATEGY “WE WILL CONTINUE TO RAISE BILLIONS AND BILLIONS FROM THE GLOBAL CREDIT MARKET” "WE ARE THE BEST BUYER OF BTC IN THE WORLD, AND THAT WILL CONTINUE" “THIS IS NOT CONTROVERSIAL” ABSOLUTE LEGEND 🔥

The Bitcoin Historian

36,398 просмотров • 1 месяц назад

Jensen Huang at GTC: "I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon." "General purpose computing has run its course, and that we need a new computing approach." "In the past we wrote the software and we ran it on computers. In the future, the computer is going to generate the tokens for the software." "The computer has become a generator of tokens, not a retrieval of files."
1:47

Jensen Huang at GTC: "I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon." "General purpose computing has run its course, and that we need a new computing approach." "In the past we wrote the software and we ran it on computers. In the future, the computer is going to generate the tokens for the software." "The computer has become a generator of tokens, not a retrieval of files."

vitrupo

55,974 просмотров • 1 год назад

Your boy with Jensen! What a day to be alive :) Got a chance to ask an exclusive Question to Jensen at the NVIDIA GTC Press QnA. Asking Jensen about the all new RTX Spark and how will it impact the market 2/3 years down the line. Starting the day with a QnA with Jensen Huang and this is me with Jensen, ladies and gentlemen! #jensen #nvidia NVIDIA AI NVIDIA
1:46

Your boy with Jensen! What a day to be alive :) Got a chance to ask an exclusive Question to Jensen at the NVIDIA GTC Press QnA. Asking Jensen about the all new RTX Spark and how will it impact the market 2/3 years down the line. Starting the day with a QnA with Jensen Huang and this is me with Jensen, ladies and gentlemen! #jensen #nvidia NVIDIA AI NVIDIA

Arsh Goyal

20,549 просмотров • 1 месяц назад