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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

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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)

Rohan Paul

761,324 Aufrufe • vor 9 Monaten

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.”

vitrupo

28,345 Aufrufe • vor 6 Monaten

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."

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."

Rohan Paul

185,487 Aufrufe • vor 7 Monaten

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.

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.

Karl Mehta

13,780 Aufrufe • vor 1 Monat

"We're going to create for the first time a software-defined programmable computer that's able to communicate wirelessly and do AI processing at the same time," Nvidia CEO Jensen Huang says. "This is completely revolutionary. We call it Nvidia Arch."

"We're going to create for the first time a software-defined programmable computer that's able to communicate wirelessly and do AI processing at the same time," Nvidia CEO Jensen Huang says. "This is completely revolutionary. We call it Nvidia Arch."

Yahoo Finance

143,824 Aufrufe • vor 9 Monaten

📁 Andrej Karpathy, AI researcher and former Head of AI at Tesla, says most apps today are already obsolete at birth. Because software is dissolving in front of us. You used to need code, interfaces, logic. Now it’s just an image and a prompt… and the network does everything. The shift isn’t speed. It’s that we no longer know what is still “software” at all.

📁 Andrej Karpathy, AI researcher and former Head of AI at Tesla, says most apps today are already obsolete at birth. Because software is dissolving in front of us. You used to need code, interfaces, logic. Now it’s just an image and a prompt… and the network does everything. The shift isn’t speed. It’s that we no longer know what is still “software” at all.

Jon Hernandez

27,052 Aufrufe • vor 3 Monaten

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

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Today marks a new era of ClickUp, defined by craft and quality. And a new era of software, defined as Convergence – replacing separate software and maximizing productivity with AI. ClickUp 4.0 is polished, powerful, and perfectly crafted... and it's available for everyone, right now. More details in this thread 🧵

Today marks a new era of ClickUp, defined by craft and quality. And a new era of software, defined as Convergence – replacing separate software and maximizing productivity with AI. ClickUp 4.0 is polished, powerful, and perfectly crafted... and it's available for everyone, right now. More details in this thread 🧵

ClickUp

12,453 Aufrufe • vor 8 Monaten

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Trung Phan

31,139 Aufrufe • vor 2 Monaten

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 Aufrufe • vor 2 Monaten

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

102,908 Aufrufe • vor 5 Monaten

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."

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 Aufrufe • vor 1 Jahr

$In every tech wave, the leaders of one era often aren't the leaders of the next. Inside the AI wave, software is going through a shift. Coatue Sector Head Max Cook (Max Cook) calls it the 'software handoff' and explains what marks a 'handoff' and how to spot one. More in our C:\Take below. ⬇️$

In every tech wave, the leaders of one era often aren't the leaders of the next. Inside the AI wave, software is going through a shift. Coatue Sector Head Max Cook (Max Cook) calls it the 'software handoff' and explains what marks a 'handoff' and how to spot one. More in our C:\Take below. ⬇️

COATUE

17,684 Aufrufe • vor 1 Monat

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,575 Aufrufe • vor 5 Monaten

📁 Ben Horowitz, co-founder of Andreessen Horowitz, says AI advantages no longer last. In traditional software, small teams could defend leads for years. In AI, with proprietary data and enough GPUs, money can erase any head start. Innovation no longer protects. Capital competes in real time. Leadership is not defended, it is funded.

📁 Ben Horowitz, co-founder of Andreessen Horowitz, says AI advantages no longer last. In traditional software, small teams could defend leads for years. In AI, with proprietary data and enough GPUs, money can erase any head start. Innovation no longer protects. Capital competes in real time. Leadership is not defended, it is funded.

Jon Hernandez

44,523 Aufrufe • vor 6 Monaten

🚨 Jensen Huang says everyone panicked about the AI data when MOST training data was never REAL to begin with. Ilya Sutskever told the industry pre-training was over. "Ilya said, 'We're out of data,' or something like that. 'Pre-training is over,' or something like that," Huang says. "The industry panicked, you know, that this is the end of AI." "And of course, of course that's obviously not true. We're gonna keep on scaling the amount of data that we have to train with." "A lot of that data is probably gonna be synthetic." That's where the panic came from — synthetic data sounds like cheating. "Most of the data that we are training, that we teach each other with, inform each other with, is synthetic." "It's synthetic because it didn't come out of nature." "You created it. I'm consuming it. I modify it, augment it, I regenerate it, somebody else consumes it." The textbook in your hand is synthetic. The post you're reading is synthetic. The lecture you took is synthetic. Nature didn't make any of it. Humans did. AI just learned to do the same thing — faster. "Training is now limited by compute," Huang says. "Data is now limited by compute." The data wall wasn't a wall. It was a mirror. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

🚨 Jensen Huang says everyone panicked about the AI data when MOST training data was never REAL to begin with. Ilya Sutskever told the industry pre-training was over. "Ilya said, 'We're out of data,' or something like that. 'Pre-training is over,' or something like that," Huang says. "The industry panicked, you know, that this is the end of AI." "And of course, of course that's obviously not true. We're gonna keep on scaling the amount of data that we have to train with." "A lot of that data is probably gonna be synthetic." That's where the panic came from — synthetic data sounds like cheating. "Most of the data that we are training, that we teach each other with, inform each other with, is synthetic." "It's synthetic because it didn't come out of nature." "You created it. I'm consuming it. I modify it, augment it, I regenerate it, somebody else consumes it." The textbook in your hand is synthetic. The post you're reading is synthetic. The lecture you took is synthetic. Nature didn't make any of it. Humans did. AI just learned to do the same thing — faster. "Training is now limited by compute," Huang says. "Data is now limited by compute." The data wall wasn't a wall. It was a mirror. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

AI Evolution

15,565 Aufrufe • vor 2 Monaten

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

ANI

114,594 Aufrufe • vor 1 Monat

The trades can build anything... except the software they run on. That changes today. We've raised $9.2M to build Dalton Mills. Software has spent its whole history getting closer to the people who do the work. First, the system of record. Software you stored your business in. Then, the agentic era. Software that did the work for you. Now, the bespoke era. Agentic software you build yourself, without code. Each era closed the gap and this one closes it for good. Software can finally work around your business, instead of you bending your business to make it fit. You ran on software made for everyone… never for you. That's over. Welcome to Dalton Mills. Let the builders build!

The trades can build anything... except the software they run on. That changes today. We've raised $9.2M to build Dalton Mills. Software has spent its whole history getting closer to the people who do the work. First, the system of record. Software you stored your business in. Then, the agentic era. Software that did the work for you. Now, the bespoke era. Agentic software you build yourself, without code. Each era closed the gap and this one closes it for good. Software can finally work around your business, instead of you bending your business to make it fit. You ran on software made for everyone… never for you. That's over. Welcome to Dalton Mills. Let the builders build!

Todd Saunders

92,793 Aufrufe • vor 2 Monaten

Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.

Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.

Dustin

43,505 Aufrufe • vor 4 Monaten