00:02NVIDIA has raised its outlook for AI chip sales, saying the revenue opportunity could hit at least $1 trillion through
00:092027.
00:10That is a big jump from the $500 billion it foresaw earlier for its Blackwell and Rubin chips through 2026.
00:16I want to thank Samsung, who manufactures the Grok LP30 chip for us.
00:22At the GTC Developer Conference in San Jose, California, CEO Jensen Huang unveiled a new CPU and an AI system
00:29built on Grok.
00:30That's a chip startup from which NVIDIA licensed technology for $17 billion in December.
00:36Speaking to a huge crowd, Huang said AI was entering a new phase.
00:40Finally, AI is able to do productive work and therefore the inflection point of inference has arrived.
00:50But AI now has to think. In order to think, it has to inference.
00:55AI now has to do. In order to do, it has to inference.
00:59AI has to read. In order to do so, it has to inference.
01:02It has to reason. It has to inference every part of AI.
01:07Every time it has to think, it has to reason, it has to do.
01:11For years, NVIDIA GPUs have led in training AI models.
01:14Now the focus is shifting to inference, with companies like OpenAI, Anthropic, and Meta serving millions of users.
01:22This creates huge new demand for CPUs, which are dominated by Intel and rival the graphics processes made by NVIDIA.
01:28Former Intel chief Pat Gelsinger was watching events in San Jose and liked what Huang had to say.
01:33He had a lot to show off now. We need him to deliver. The industry is built on these capabilities.
01:40Lots of competitors coming, but this is important. We need NVIDIA to deliver. The industry is built around them. This
01:47is just fabulous.
01:48NVIDIA is also targeting autonomous AI agents with Nemo Claw.
01:52That adds privacy and safety to the viral OpenClaw platform, which autonomously handles many tasks with minimal oversight.
01:59A lot of people say, AI is coming. We're going to run out of our work, our jobs. It's exactly
02:05the opposite.
02:06The fact that it matters, PCs made us more busy. The internet made us more busy. Mobile devices made us
02:12super busy.
02:13We are millions of truck drivers short. We are tens of millions of manufacturing workers short.
02:18Employment is very high, and yet many companies don't have enough labor. Robots will fill in that gap, number one.
02:25As a result of filling that gap, all of our country's economy will grow.
02:31And when the economy grows, most companies tend to hire more people.
02:38They'll hire more people to manage more robots, hire more people, manage more agents.
02:43We have 6,000 families in Israel, and I'm quite worried about them.
02:52I know that they're worried about themselves. I'm 100% committed to Israel, where we are going to be there
02:58for a very long time.
03:01And 100% of our employees there, they have 100% of our love and support.
03:07That is 100% also true about Taiwan.
03:11We have several thousand employees there. They've been there a very long time.
03:15They've been there for the five years, months.
03:15How to do that.
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