Questions whether AI data center spending exceeds cash flows for key companies like Oracle and OpenAI, and if Nvidia's OpenAI investment is risky - asking if this is unsustainable capex or part of a larger industrial revolution.
Host
Jensen Huang
Most people only see the tip of the iceberg and a partial picture of what's happening.
Jensen Huang
We're going through a platform shift from classical general purpose computing on CPUs to accelerated computing on GPUs.
Jensen Huang
The cash flow of hyperscalers is about supporting this platform shift, which would have happened with or without AI chatbots because it's a more efficient way of computing.
Jensen Huang
AI is not just chatbots - it covers physical AI, industrial AI, robotics, sciences, digital biology and will transform every single industry.
Jensen Huang
Accelerated computing and AI are now revolutionizing foundational industrial tools and software, reaching a tipping point.