The $100 Trillion AI Industrial Revolution by NVIDIA's Jensen Huang

Transcript:

“The world has installed about a trillion dollars worth of data centers. General purpose computing has run its course — we cannot continue to process data that way. The world is going to accelerate everything — data processing, AI, you name it.

Every single data center and computer will become an accelerated server, powered by GPUs. Over the next 4–6 years, we’ll have to replace about $2 trillion worth of computers with accelerated computing.

This is an industrial revolution, because for the first time, we’re producing something entirely new at extremely high volume — floating point numbers, or tokens. These tokens have value because they represent artificial intelligence.

You can take these floating point numbers and reformulate them into language, proteins, chemicals, images, robotic controls — we’ve discovered how to produce tokens of almost any kind at extraordinary scale. The world is going to produce an enormous amount of these AI tokens.

These tokens will be produced in new types of data centers we call AI factories. Electrons go in, and floating point numbers come out. Just like how electricity was sold per kilowatt-hour in the last industrial revolution, now we’ll have millions of AI tokens per dollar.

This will enable new products, services and enhanced productivity across a hundred trillion dollars worth of industries. In order to monetize and transact in this token economy, you’re going to need tools like what Stripe provides.

This new AI industrial revolution, driven by floating point number tokens, will be as transformative and incomprehensible to many as the electricity revolution was. But within 10 years, it will become completely normal. The AI industry is going to be gigantic.”

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