NVIDIA CEO's Bombshell: Computing Has Changed Forever (4x Growth/Year!)

Jensen Huang's recent keynote in India dropped some major bombshells about the future of computing and AI.

I've analyzed his speech multiple times and uncovered five mic-drop moments Huang defined that I believe will reshape technology as we know it:

- The end of Moore's Law - We've shattered the old "2x growth every 18 months" rule
- Computing is now growing 4X EVERY YEAR
- Physical AI is the gateway to AGI - and NVIDIA is building 3 computers to make it happen
- A new "second scaling law" has been discovered
- We're looking at a complete transformation of how software itself works

In this deep-dive analysis, I break down exactly what Jensen's announcements mean for the future of AI, autonomous systems, and human productivity.

If you want to understand where computing is really headed (and why it matters), this is a must-watch breakdown of one of the most important tech keynotes of 2024.

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[DenisONeil]

I love your podcast. I hate the camera view changes because they are so frequent. Please reduce them. I want to watch you as you speak, but the view changes are disturbing. Thank you for all you do.

[ggcctv]

Good - thanks for putting this together, - when listening to Jensen you always hear so many real pieces of information, data, plans and updates on NVIDIA and the future of AI
It’s very clear to me that he and NVIDIA are leading the way on so many fronts - exciting for this new revolution 🙏

[gridvid]

When AI robots solved world hunger, solved energy crisis, solved climate change and help us socially... politics and human narcissism will be our biggest problem 😢

[llednewnaed]

I enjoyed this presentation and would appreciate more of your analysis.

[dayanabreathe]

Awesome video!! I love how you broke down the keynote, explaining while highlighting the best takeaways. Great music too! ❤ Thank you

[ChurchofCthulhu]

Let me translate computer nerd to regular people speak. We can supercharge your workers' productivity with AI = that's how 90% of all jobs will be eliminated in the next 5 years.

[laz]

Wow Julia, Mind blow! I love the way you put it together into the logical next step. Obviously, you do your homework. Glad I'm subscribed! Please keep up with it so I can. 💡

[paulregen]

Thank you Julia for sharing this interesting presentation. I’ll be sharing it with my team.

[TravisCotter]

Julia I have heard that necessity is the mother of all invention. I would say that for innovation. Computing will rise a million fold because our world is going to change significantly by 2100. Mr. X

[ChurchofCthulhu]

To know how the immediate future is going to look, you need to watch the Twilight Zone episode called "The Brain Center at Whipple's" from 1964. Spoiler alert: After the CEO replaces all his factory workers with machines, his last machine tech quits because of the CEO's lack of humane treatment to the previous workers, then the Board of Directors fire the CEO and he is replaced by a robot.

[benpielstick]

Imagine waking up, your AI agent has worked with all the other AI agents that all the other business professionals have deployed that are working on their behalf. It's drafted all your reports, scheduled your meetings, prepared talking points for your next presentation. It knows the news, what's important in your industry, what to weave into what you're saying. You go back to sleep. Your agent attends your meetings, delivers your presentations, interacts with other agents. Wait, why are you even here at this point? AI agents come up with new businesses, form them, operate them, maximize profits beyond human understanding. Robots work 24/7 better, faster, cheaper, and safer than human workers. AI is no longer an assistant, it is a replacement.

[NirvanaFan]

the 4x growth over one years is impressive when compared to standard moore's gains. after 5 years, the moore's model would have advanced around 10fold while the newer model of 4x/yr would have grown by over 700fold! returns are accelerating

[hansgruber]

25:10 Pretty sure it's time of inference, see 23:21

[pandoraeeris]

What I love about NVIDIA is that their approach is to make AI ubiquotous and in everything, not just a chatbot.

I think OAI is probably ahead in terms of reasoning alone, but NVIDIA will be more widespread.

NVIDIA should buy OAI!

[ThepurposeofTime]

The only other person I heard understood the need for AI to interact with real world data points to even begin developing into AGI was Max Tegmark, glad to see more people understand. Something Ive understood for a few years now

[tylererincross]

As the geek nerd that I am, I'm stoked for AI to get trained on a physics model, then get embodied, then recursively train its own physics model on the data it accumulated out in the real world. Maybe can finally get some freaking breakthroughs in phisics again. I'm sick of hearing about the next quantum particle that never materializes and how Einstein is ever-memorialized as the last person to have made a significant breakthrough with respect to gravity.

[pandoraeeris]

Our political and social systems are not prepared and can't move fast enough to react to this.

Politics and social change are notoriously conservative and change at a glacial pace.

This means that chaos is inevitable when this technology forces change.

I'm not worried about AGI - I'm worried about humans. We need to replace our institutions with AI.

[matthew.m.stevick]

💚 i get to see his keynote at ces 2025 in vegas. ive never been so excited for anything in my life. 🖤

[rodgoldberg]

Another fantastic video julia. Some of this is hard for me to understand.

[vickirushrush]

Intelligent. A pleasure to see succeed.