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Jensen Huang says computing is no longer pre-recorded or pre-compiled. Traditional software like Excel ran the same for everyone now AI adapts to each user and moment. Every sound, pixel, and output is generated in real time based on context. This requires massively more compute, as software now thinks... show more

Wes Roth

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24,319 次观看 • 4 个月前 •via X (Twitter)

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Jensen Huang explains the difference between AI and traditional Software and why there's no bubble. Traditional software was pre-compiled, meaning it was built once, stored, and then executed repeatedly with little computation. It didn’t need constant high-power processing once finished. Users simply ran the completed program as a tool. AI, by contrast, generates its output in real time. It must process context, reason, and produce intelligence at the moment of use, not in advance. This requires ongoing computation for every request. Because of that, AI systems depend on continuous GPU power to “manufacture” responses like a factory producing tokens. So instead of static software tools, AI is an active computational process that needs large-scale, always-on infrastructure to create intelligence dynamically. --- From 'FT Live' YT channel (link in comment)

Jensen Huang explains the difference between AI and traditional Software and why there's no bubble. Traditional software was pre-compiled, meaning it was built once, stored, and then executed repeatedly with little computation. It didn’t need constant high-power processing once finished. Users simply ran the completed program as a tool. AI, by contrast, generates its output in real time. It must process context, reason, and produce intelligence at the moment of use, not in advance. This requires ongoing computation for every request. Because of that, AI systems depend on continuous GPU power to “manufacture” responses like a factory producing tokens. So instead of static software tools, AI is an active computational process that needs large-scale, always-on infrastructure to create intelligence dynamically. --- From 'FT Live' YT channel (link in comment)

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Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

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"Software is going to be generated in real time," says Nvidia CEO Jensen Huang. He explains how AI will transform computer science:

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Jensen Huang is on fire at CES 2026 Event 🎯 "How you run the software, how you develop the software fundamentally changed. The entire five-layer stack of the computer industry is being reinvented. You no longer program the software, you train the software. You don't run it on CPUs, you run it on GPUs. And whereas applications were pre-recorded, pre-compiled, and run on your device, now applications understand the context and generate every single pixel, every single token, completely from scratch every single time. Computing has been fundamentally reshaped as a result of accelerated computing, as a result of artificial intelligence. Every single layer of that five-layer cake is now being reinvented. Well, what that means is some ten trillion dollars or so of the last decade of computing is now being modernized to this new way of doing computing. What that means is hundreds of billions of dollars, a couple of hundred billion dollars in VC funding each year, is going into modernize and inventing this new world. And what it means is a hundred trillion dollars of industry, several percent of which is R&D budget, is shifting over to artificial intelligence. People ask where is the money coming from? That's where the money is coming from. The modernization to AI, the shifting of R&D budgets from classical methods to now artificial intelligence methods. Enormous amounts of investments coming into this industry, which explains why we're so busy. And this last year was no difference. This last year was incredible. This last year... there's a slide coming."

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Breaking: Jensen Huang sounds bullish on ServiceNow $NOW "For the first time, service is software. And the service industry is 100 times larger than the software industry" $NOW is currently the Claude portfolio's largest holding

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Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

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