00:00i'm here to tell you that right now where i stand a few short months after gtc dc
00:09one year after last gtc right here where i stand i see through 2027
00:20at least one trillion dollars
00:32now does it make any sense and that's what i'm going to spend the rest of the time talking about
00:39in fact we are going to be short i am certain computing demand will be much higher than that
00:47and there's a reason for that so the first thing is we did a lot of work in the last
00:53year
00:53of course as you know 2025 was nvidia's year of inference we wanted to make sure that not only
01:00were we good at training and post training that we were incredibly good at every single phase of ai
01:05so that the investments that were made investments made in our infrastructure could scale out for as
01:12long as they would like to use it and the useful life of nvidia's infrastructure would be long and
01:17therefore the cost would be incredibly low the longer you could use it the lower the cost there's
01:22no question in my mind nvidia systems are the lowest cost infrastructure you could get for ai
01:29infrastructure in the world and so the first part was last year was all about ai for inference
01:34and it drove this inflection point simultaneously we were very pleased last year that anthropic has
01:43come to nvidia that msl meta sl has chosen nvidia and meanwhile meanwhile and as a collection as a
01:53group this represents one-third of the world's ai compute open source models open source models have
02:02reached near the frontier and it is literally everywhere and nvidia as you know today we're the only platform
02:09in the world today that runs every single domain of ai across every single one of these ai models
02:18in language and biology and computer graphics computer vision and speech proteins and chemicals robotics and
02:28otherwise edge of cloud any language nvidia's architecture is fungible for all of that and we're incredible for
02:37all of that that allows us to be the lowest cost the highest confidence platform because when you're building
02:44these systems as i mentioned a trillion dollars is an enormous amount of infrastructure you have to
02:50have complete confidence that the trillion dollars you're putting down will be you utilized would be
02:57performant would be incredibly cost effective and have useful life for as long as you could see
03:03that infrastructure investment you could make on nvidia you could make with complete confidence
03:10confidence we have now proven that
