January 7, 2025 • 15 mins
Nvidia CEO Jensen Huang talks about the future of artificial intelligence, their new lineup of chips, which disappointed some investors, autonomous cars, robotics, Elon Musk, and how he'd like to meet President-elect Donald Trump and offer his help to the incoming administration. He is joined by Bloomberg's Ed Ludlow.
See omnystudio.com/listener for privacy information.
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:02):
Bloomberg Audio Studios, podcasts, radio news.
Speaker 2 (00:07):
Jensen One, CEO of Nvidia, fresh off his keynote last
night on stage.
Speaker 3 (00:11):
Great to see you, Welcome to Las Vegas. Thank happy new.
Speaker 1 (00:14):
Year, familiar territory.
Speaker 3 (00:15):
Congratulations on your new baby.
Speaker 1 (00:17):
Thank you very much.
Speaker 2 (00:18):
A lot's changed since we last spoke, actually, but if
the broad spectrum of what you announced last night, new graphics, cards,
new chips, actually technically in the automotive space, products and
services on the software side, which is the single most
important for in video's future.
Speaker 3 (00:35):
They're all important. You know, it's hard, it's hard. It's hard.
It's hard to pick your favorites. You know.
Speaker 4 (00:41):
We announced three chips, We announced a brand new AI,
a world foundation model and first of its kind. And
we announced our work in three areas and robotics, right,
and they're all important. And the thing of course, we
announced that a brand new Blackwell RTX and has a
(01:04):
new AI technology called neuro Neuroshaters, and we're combining artificial
intelligence and classical computer.
Speaker 1 (01:15):
ArtX the new RTX.
Speaker 2 (01:16):
Yeah, we've become so accustomed to your story being dominant
in a market for high performance GPUs server X data centers.
This is going back to your roots. It's in the
desktop context. There's one right there later in the year laptop.
But for a target base that is developers, a nerdy,
hardcore gamers, what's the future of that business for you?
Speaker 3 (01:39):
Computer graphics is going to be here forever, forever.
Speaker 4 (01:42):
And what we've done is we've fused artificial intelligence and
computer graphics together. And the images that we're generating today
wouldn't be possible if not for the fact that we're
using computer graphics to create beautiful pixels and then use
artificial intelligence to amp that capability. For example, you know,
(02:03):
out of four frames I was talking about yesterday, thirty
three million pixels to sew and four K.
Speaker 3 (02:08):
Out of that thirty three.
Speaker 4 (02:09):
Million pixels, two million pixels were computed, the other thirty
one million pixels were generated by AI.
Speaker 1 (02:15):
In other words, the AI predicts what it thinks the
pixel should.
Speaker 3 (02:18):
That's right, yeah, the ultimate generative AI.
Speaker 2 (02:21):
But what was interesting for me is the focus again
was away from the graphics cards, away from Blackworld undepen
It's in Cosmos. We probably don't have time to explain
in full detailed Cosmos, but you call it a world
foundation model.
Speaker 4 (02:34):
Cosmos is for the physical world. What chatchiptas for words
and text. That's the easiest way to think about that.
Speaker 2 (02:43):
Okay, so model text input, but can generate synthetic data
in multiple mediums.
Speaker 3 (02:50):
It understands the physical world.
Speaker 4 (02:52):
So for example, if I ask it a question, if
I ask you to generate multiple futures of a card
driving down the road, it would understand the the dynamics
of the world. They would understand the object permanence. It
would under understand geometry and space, and it would create
(03:12):
a driving uh scenario for the car that is plausible and.
Speaker 1 (03:17):
So, and you open sourced it.
Speaker 2 (03:18):
So I don't really think about it as a product
or a go to market. It's more about what Cosmos enables.
Speaker 1 (03:25):
Is that how we should think about it.
Speaker 4 (03:27):
Yeah, Well, the automics vehicle industry and the robotics industry
is a reilllying point to us, and we offer three
computers for them.
Speaker 3 (03:34):
We offered, of course, the training.
Speaker 4 (03:35):
Computer through DGX, through DGX, the robotics computer that's inside
the car or inside of robot and now we have
this new computer called Omniverse with Cosmos that is the
digital twin or the playground where these robots can learn
how to be robots, and so if we could accelerate
the development of an artificial intelligence for avs and for robotics,
(03:57):
it brings in a lot of business for us.
Speaker 2 (03:59):
Of course, an academic point of tension here, if I
may Elon Musk is a customer of yours and Tesla.
Their theory or practice is based on real world data.
Speaker 1 (04:09):
Gathered through vision.
Speaker 2 (04:11):
Yeah, does the synthetic data underpinning of Cosmos kind of contradict.
Speaker 4 (04:16):
That it doesn't replace it augments, and so you're going
to you should collect as much world data as you can.
Of course, collecting world data is very expensive, and Elon
has a great advantage because number one, he his AI
factory for his cars is fantastic, has a lot of
video gear in it. His av algorithms is incredible, it's
(04:36):
the best in the world. And he has a very
large fleet of cars on the road that allows him
to collect a lot of data. And so I think
he has just a phenomenal position, and he's been working
on this for a long time, and so he's he's
going to be in a great position to take advantage
of it.
Speaker 2 (04:52):
Well, may I ask you that juncture, he's clearly influential
in this upcoming administration, but he also positions Tesla as
a leading AI and robotics company. Yeah, how does that
bode for Nvidia? Elon Musk's influencer President Electrump and also
thecoming administration's kind of attitude towards AI.
Speaker 3 (05:12):
I don't know that the attitude towards AI.
Speaker 4 (05:16):
I know Elon's attitude towards AI, and and he's very
optimistic about his future. And obviously he's working on some
of the most important AI areas. XAI is working on
foundation cognitive Intelligence AI, his test list, working on Thomas vehicles,
and optimists for humanoid robotics. These three areas of AI
(05:40):
are the three most important areas of AI, and so
I think he's working on exactly the right things.
Speaker 2 (05:45):
You kind of positioned AI and Video's position in the
supply chain for physical AI, robotics, autonomous driving.
Speaker 1 (05:53):
Explain it a bit more the role you see in
video play.
Speaker 4 (05:56):
Well, we're a core technology company, and so we build
the foundational computing platforms. We're also full stack, and so
we developed the necessary algorithms, the necessary AI technologies, and
then we put it We put it out to the
industry for them to adopt it and turn it into
in market solutions.
Speaker 3 (06:13):
We're computing platform companies.
Speaker 2 (06:15):
So you're on stage and you're surrounded by I think
a dozen humanoid robots, which.
Speaker 1 (06:20):
Is nice for you.
Speaker 2 (06:21):
When will I be here at CS and Las Vegas
and actually.
Speaker 3 (06:24):
Have there's some robots right now?
Speaker 2 (06:26):
In real terms, you must have a timeline that you
see real world commercial deployment of the technology you outlined
last night.
Speaker 3 (06:35):
It depends on use case.
Speaker 1 (06:37):
I would say see first use.
Speaker 4 (06:39):
Yeah, the first use case will probably be in manufacturing.
You know, there's estimates tends, if not one hundred million
jobs that are workers that are the world is short
of workers and aging population declining, declining birth rates, and
so I think the world needs a lot more workers.
(07:02):
Robotics is one of the best ways for us to
supplement all of that and help companies recover the last
revenues on the one hand and drive productivity which reduces
inflation for the world on the other hand. And so
I think robotics is going to be very important to that.
In different areas. You could have probably deploy into manufacturing
(07:22):
first because they obviously need it most, which you.
Speaker 2 (07:25):
See as a ginormous potential market addressable loss.
Speaker 4 (07:28):
It's a fifty trillion dollar industry that wants to grow, and.
Speaker 2 (07:31):
It thinks to grow. Sorry to interrupt you, Jensen. I
think the thing that Wall Streets struggling with this morning,
among many things, is DGX. They understand the investment there
that drains the foundation models. In terms of Nvidia's business model,
what you outlined last night, Cosmos and then later on
on the inference side, how physical AI helps grow your
(07:54):
business for them, drives DGX growth.
Speaker 1 (07:56):
Just simple as that.
Speaker 3 (07:57):
Yeah, as simple as that.
Speaker 4 (07:58):
I think if you just look at simply like that,
we have three computers, and two of the computers d
GX and Omniverse drives an enormous amount of data that
is necessary to train the AI models, and so Omniverse
creates the data that we then use to train AI models.
The training is what drives d GX sales. And the
(08:18):
more robots that are that are available, the more data
we can create, the more AI models we have to
we have to go train. That's that cycle is ultimately
what we're striving for. All of that drives consumption for
data center growth.
Speaker 2 (08:32):
There is a surge in AI spending data center growth.
Some of our audience are a bit concerned about how
sustainable that is short, medium, and long term.
Speaker 3 (08:43):
Well at at the limit.
Speaker 4 (08:45):
Artificial intelligence is a single most important technology force of
our time, and it's really about we're at the beginning
of that and in the future every single data center
will be driven by AI and and the type of
computing that we today. And so if you look at
the world today, we're about a year and a half
into the remodeling, if you will, the modernization, the reinvention
(09:10):
of computing. And so I think that over the next
several years you're going to see the transition from the
old way of.
Speaker 3 (09:16):
Doing computing general purpose computing.
Speaker 4 (09:19):
There's a new way of doing computing, artificial intelligence and
accelerated computing, and so we have a lot of growth
to go do.
Speaker 2 (09:25):
Let's go back to your and in videous roots and
therein lies the complication, right the story accelerated computing. You
spent four years to redefining the computer for me, but
then we get rtx Blackwell single black Well in that
form factor. The target audience is hardcore gamers but also developers.
(09:45):
And I wondered if you could give me any early
examples or evidence of how you see the gaming industry
adopting your technology, Well, AI.
Speaker 4 (09:54):
Is going to reinvigorate.
Speaker 3 (09:58):
The video game industry.
Speaker 4 (09:59):
On the w one hand, for developers, is going to
reduce the cost of creating the content. On the other hand,
all of the characters that are in the games are
going to be smart characters in the future, so every
time you interact with them, they're going to be interacting
with you in a much more intelligent way. And so
the games are going to be more interesting, the characters
are going to be more interesting, the content development cost
(10:21):
is going to decline, and that's going to be really
great for the industry.
Speaker 3 (10:24):
And so I think that the future is really.
Speaker 4 (10:26):
Bright for video games, and these virtual worlds and artificial
intelligence is going to really reinvigorate it.
Speaker 1 (10:33):
Project digits, may I.
Speaker 3 (10:35):
Pick it up? Yeah?
Speaker 1 (10:36):
Yeah, yeah, three thousand dollars digits? Yeah, a supercomputer desk?
Speaker 3 (10:42):
Exactly?
Speaker 4 (10:43):
How could you imagine you're just sitting there just like that,
You're working on your PC?
Speaker 3 (10:47):
Well?
Speaker 1 (10:47):
Here, why would I need one of these? Probably not me?
Speaker 2 (10:51):
But how big is the addressable market for this? What
is the addressable market?
Speaker 4 (10:56):
There are thirty million software developers. They're probably something along
the lines of ten million designers around the world. Probably
another twenty million creative artists. Hard to say exactly how
many students. I'm going to guess probably a couple one
hundred million students around the world.
Speaker 3 (11:15):
Everybody is going to have to board it.
Speaker 4 (11:17):
Everybody's going to have to well, they can afford computers,
and so here's if they can afford computers and they
would like to have a companion that helps them do AI,
this is the way to do it.
Speaker 1 (11:29):
Can I just clarify something?
Speaker 3 (11:30):
Yeah, on it?
Speaker 2 (11:31):
I think you said on stage mac os, Linux and Windows,
but no, no, the location said just Linux.
Speaker 4 (11:38):
No, No, whatever computer you use, you're literally enjoying how it's
going to be used. It's sitting right there and you
just connect to it wirelessly like it's your personal.
Speaker 1 (11:48):
Cloud, I promised the audience.
Speaker 3 (11:50):
So I'd clarify that.
Speaker 1 (11:51):
Excited. Yeah, yeah, we're running short time.
Speaker 2 (11:53):
President Electrump has been speaking during the course of conversation.
How imperative is it that you go to mar A
Lago and meet with him? If Nvidia is America's leading
AI company, and.
Speaker 3 (12:05):
Will you I'd be delighted to go see him. Have
you been invited?
Speaker 4 (12:08):
Not yet, but I would be delighted to go see
him and congratulate him and do everything we can to
help this administration succeed.
Speaker 2 (12:18):
A lot of what you outlined on stage last night
in the realm of physical AI. You know, I saw
x Pong, for example, in the autonomous driving context that's
happening in China, like they are doing a lot on robotics.
Speaker 1 (12:29):
So I'm going to ask you about tariffs.
Speaker 2 (12:31):
You know, it's likely this coming administration will be as
restrictive on technology export and tariffs will be a function.
Speaker 3 (12:38):
How have you prepared for that?
Speaker 1 (12:39):
Jensen?
Speaker 4 (12:42):
Whatever the administration ultimately decides, will give them as much
insight as we can from our perspective, and I'm sure
that the administration will make the right moves that's the
best interest of our country.
Speaker 1 (12:56):
Twenty twenty five.
Speaker 2 (12:57):
I kind of started the conversation by saying a lot
has changed since we last spoke in the summer. You
said that the age of general robotics is just around
the corner. Is twenty twenty five the year of general robotics?
Or is that a little premature to your mind?
Speaker 4 (13:12):
The development is going gangbusters, as you can see all
the different robots that are going to be around here,
and the enabling technology necessary for general robotics is coming together.
All the pieces are coming together. The industry still has
a lot of engineering to do. If you look long term,
you pick your horizon in ten or twenty years, the
(13:34):
number of robots that's going to be on Earth that's
going to be measured in probably tens of nine hundreds
and not potentially billions of robots, and so those days
are clearly coming. Is it going to happen in the
next couple of years or the next five years, hard
to say, but the development of robotics is going to
be all over the world now and we're seeing startup companies,
(13:55):
large companies, industrial companies, consumer electronics companies all getting involved
in the future of robotics. And our offering to the
industry is a three computer system. And so whether they're
developing the robot, training the robot, we have DJX systems
for them and DJX clouds for them. If they're simulating
the robots, we have Omniverse for them, and if they
want to deploy that when they're.
Speaker 3 (14:15):
Ready to deploy the robots, we have.
Speaker 4 (14:19):
Little little computers that basically is the computer brain of
the robot that they can put inside the robot. And
so we'll work with the industry across the board from
the development of the robot to the deployment of the robot.
And we have computer systems for them, algorithms for them,
AIS for them, and we'll partner with the industry and
make this future happen very very quick.
Speaker 2 (14:40):
Which line of business grows fast? Is this year data center,
gaming or other?
Speaker 4 (14:45):
They're all going to grow fast. I think gaming is
continuing to grow our times. Vehicle business is already on
its way to be a five billion dollar business this
year and so and sometimes right run rate and so
the autonomous vehicle businesses is just starting to get off
the ground, and that tells you something about how we
(15:05):
address it. And the reason for that is we get
the benefit from the beginning of the development of the
AIS all the way to the deployment of the cars.
Speaker 3 (15:13):
Because a car.
Speaker 4 (15:14):
Company needs two factories, a car factory that builds the
cars and an AI factory that builds the AI sport
the cars, and both of these, both of these areas
we get to participate. And so I think it's going
to be a very large business.
Speaker 2 (15:28):
I've made you late for your next appointment. Yeah, it's
crazy literally grateful for your time. It's good to see
you as well. Jensen One, the Nvidia CEO,
Bloomberg Audio Studios, podcasts, radio news.
Speaker 2 (00:07):
Jensen One, CEO of Nvidia, fresh off his keynote last
night on stage.
Speaker 3 (00:11):
Great to see you, Welcome to Las Vegas. Thank happy new.
Speaker 1 (00:14):
Year, familiar territory.
Speaker 3 (00:15):
Congratulations on your new baby.
Speaker 1 (00:17):
Thank you very much.
Speaker 2 (00:18):
A lot's changed since we last spoke, actually, but if
the broad spectrum of what you announced last night, new graphics, cards,
new chips, actually technically in the automotive space, products and
services on the software side, which is the single most
important for in video's future.
Speaker 3 (00:35):
They're all important. You know, it's hard, it's hard. It's hard.
It's hard to pick your favorites. You know.
Speaker 4 (00:41):
We announced three chips, We announced a brand new AI,
a world foundation model and first of its kind. And
we announced our work in three areas and robotics, right,
and they're all important. And the thing of course, we
announced that a brand new Blackwell RTX and has a
(01:04):
new AI technology called neuro Neuroshaters, and we're combining artificial
intelligence and classical computer.
Speaker 1 (01:15):
ArtX the new RTX.
Speaker 2 (01:16):
Yeah, we've become so accustomed to your story being dominant
in a market for high performance GPUs server X data centers.
This is going back to your roots. It's in the
desktop context. There's one right there later in the year laptop.
But for a target base that is developers, a nerdy,
hardcore gamers, what's the future of that business for you?
Speaker 3 (01:39):
Computer graphics is going to be here forever, forever.
Speaker 4 (01:42):
And what we've done is we've fused artificial intelligence and
computer graphics together. And the images that we're generating today
wouldn't be possible if not for the fact that we're
using computer graphics to create beautiful pixels and then use
artificial intelligence to amp that capability. For example, you know,
(02:03):
out of four frames I was talking about yesterday, thirty
three million pixels to sew and four K.
Speaker 3 (02:08):
Out of that thirty three.
Speaker 4 (02:09):
Million pixels, two million pixels were computed, the other thirty
one million pixels were generated by AI.
Speaker 1 (02:15):
In other words, the AI predicts what it thinks the
pixel should.
Speaker 3 (02:18):
That's right, yeah, the ultimate generative AI.
Speaker 2 (02:21):
But what was interesting for me is the focus again
was away from the graphics cards, away from Blackworld undepen
It's in Cosmos. We probably don't have time to explain
in full detailed Cosmos, but you call it a world
foundation model.
Speaker 4 (02:34):
Cosmos is for the physical world. What chatchiptas for words
and text. That's the easiest way to think about that.
Speaker 2 (02:43):
Okay, so model text input, but can generate synthetic data
in multiple mediums.
Speaker 3 (02:50):
It understands the physical world.
Speaker 4 (02:52):
So for example, if I ask it a question, if
I ask you to generate multiple futures of a card
driving down the road, it would understand the the dynamics
of the world. They would understand the object permanence. It
would under understand geometry and space, and it would create
(03:12):
a driving uh scenario for the car that is plausible and.
Speaker 1 (03:17):
So, and you open sourced it.
Speaker 2 (03:18):
So I don't really think about it as a product
or a go to market. It's more about what Cosmos enables.
Speaker 1 (03:25):
Is that how we should think about it.
Speaker 4 (03:27):
Yeah, Well, the automics vehicle industry and the robotics industry
is a reilllying point to us, and we offer three
computers for them.
Speaker 3 (03:34):
We offered, of course, the training.
Speaker 4 (03:35):
Computer through DGX, through DGX, the robotics computer that's inside
the car or inside of robot and now we have
this new computer called Omniverse with Cosmos that is the
digital twin or the playground where these robots can learn
how to be robots, and so if we could accelerate
the development of an artificial intelligence for avs and for robotics,
(03:57):
it brings in a lot of business for us.
Speaker 2 (03:59):
Of course, an academic point of tension here, if I
may Elon Musk is a customer of yours and Tesla.
Their theory or practice is based on real world data.
Speaker 1 (04:09):
Gathered through vision.
Speaker 2 (04:11):
Yeah, does the synthetic data underpinning of Cosmos kind of contradict.
Speaker 4 (04:16):
That it doesn't replace it augments, and so you're going
to you should collect as much world data as you can.
Of course, collecting world data is very expensive, and Elon
has a great advantage because number one, he his AI
factory for his cars is fantastic, has a lot of
video gear in it. His av algorithms is incredible, it's
(04:36):
the best in the world. And he has a very
large fleet of cars on the road that allows him
to collect a lot of data. And so I think
he has just a phenomenal position, and he's been working
on this for a long time, and so he's he's
going to be in a great position to take advantage
of it.
Speaker 2 (04:52):
Well, may I ask you that juncture, he's clearly influential
in this upcoming administration, but he also positions Tesla as
a leading AI and robotics company. Yeah, how does that
bode for Nvidia? Elon Musk's influencer President Electrump and also
thecoming administration's kind of attitude towards AI.
Speaker 3 (05:12):
I don't know that the attitude towards AI.
Speaker 4 (05:16):
I know Elon's attitude towards AI, and and he's very
optimistic about his future. And obviously he's working on some
of the most important AI areas. XAI is working on
foundation cognitive Intelligence AI, his test list, working on Thomas vehicles,
and optimists for humanoid robotics. These three areas of AI
(05:40):
are the three most important areas of AI, and so
I think he's working on exactly the right things.
Speaker 2 (05:45):
You kind of positioned AI and Video's position in the
supply chain for physical AI, robotics, autonomous driving.
Speaker 1 (05:53):
Explain it a bit more the role you see in
video play.
Speaker 4 (05:56):
Well, we're a core technology company, and so we build
the foundational computing platforms. We're also full stack, and so
we developed the necessary algorithms, the necessary AI technologies, and
then we put it We put it out to the
industry for them to adopt it and turn it into
in market solutions.
Speaker 3 (06:13):
We're computing platform companies.
Speaker 2 (06:15):
So you're on stage and you're surrounded by I think
a dozen humanoid robots, which.
Speaker 1 (06:20):
Is nice for you.
Speaker 2 (06:21):
When will I be here at CS and Las Vegas
and actually.
Speaker 3 (06:24):
Have there's some robots right now?
Speaker 2 (06:26):
In real terms, you must have a timeline that you
see real world commercial deployment of the technology you outlined
last night.
Speaker 3 (06:35):
It depends on use case.
Speaker 1 (06:37):
I would say see first use.
Speaker 4 (06:39):
Yeah, the first use case will probably be in manufacturing.
You know, there's estimates tends, if not one hundred million
jobs that are workers that are the world is short
of workers and aging population declining, declining birth rates, and
so I think the world needs a lot more workers.
(07:02):
Robotics is one of the best ways for us to
supplement all of that and help companies recover the last
revenues on the one hand and drive productivity which reduces
inflation for the world on the other hand. And so
I think robotics is going to be very important to that.
In different areas. You could have probably deploy into manufacturing
(07:22):
first because they obviously need it most, which you.
Speaker 2 (07:25):
See as a ginormous potential market addressable loss.
Speaker 4 (07:28):
It's a fifty trillion dollar industry that wants to grow, and.
Speaker 2 (07:31):
It thinks to grow. Sorry to interrupt you, Jensen. I
think the thing that Wall Streets struggling with this morning,
among many things, is DGX. They understand the investment there
that drains the foundation models. In terms of Nvidia's business model,
what you outlined last night, Cosmos and then later on
on the inference side, how physical AI helps grow your
(07:54):
business for them, drives DGX growth.
Speaker 1 (07:56):
Just simple as that.
Speaker 3 (07:57):
Yeah, as simple as that.
Speaker 4 (07:58):
I think if you just look at simply like that,
we have three computers, and two of the computers d
GX and Omniverse drives an enormous amount of data that
is necessary to train the AI models, and so Omniverse
creates the data that we then use to train AI models.
The training is what drives d GX sales. And the
(08:18):
more robots that are that are available, the more data
we can create, the more AI models we have to
we have to go train. That's that cycle is ultimately
what we're striving for. All of that drives consumption for
data center growth.
Speaker 2 (08:32):
There is a surge in AI spending data center growth.
Some of our audience are a bit concerned about how
sustainable that is short, medium, and long term.
Speaker 3 (08:43):
Well at at the limit.
Speaker 4 (08:45):
Artificial intelligence is a single most important technology force of
our time, and it's really about we're at the beginning
of that and in the future every single data center
will be driven by AI and and the type of
computing that we today. And so if you look at
the world today, we're about a year and a half
into the remodeling, if you will, the modernization, the reinvention
(09:10):
of computing. And so I think that over the next
several years you're going to see the transition from the
old way of.
Speaker 3 (09:16):
Doing computing general purpose computing.
Speaker 4 (09:19):
There's a new way of doing computing, artificial intelligence and
accelerated computing, and so we have a lot of growth
to go do.
Speaker 2 (09:25):
Let's go back to your and in videous roots and
therein lies the complication, right the story accelerated computing. You
spent four years to redefining the computer for me, but
then we get rtx Blackwell single black Well in that
form factor. The target audience is hardcore gamers but also developers.
(09:45):
And I wondered if you could give me any early
examples or evidence of how you see the gaming industry
adopting your technology, Well, AI.
Speaker 4 (09:54):
Is going to reinvigorate.
Speaker 3 (09:58):
The video game industry.
Speaker 4 (09:59):
On the w one hand, for developers, is going to
reduce the cost of creating the content. On the other hand,
all of the characters that are in the games are
going to be smart characters in the future, so every
time you interact with them, they're going to be interacting
with you in a much more intelligent way. And so
the games are going to be more interesting, the characters
are going to be more interesting, the content development cost
(10:21):
is going to decline, and that's going to be really
great for the industry.
Speaker 3 (10:24):
And so I think that the future is really.
Speaker 4 (10:26):
Bright for video games, and these virtual worlds and artificial
intelligence is going to really reinvigorate it.
Speaker 1 (10:33):
Project digits, may I.
Speaker 3 (10:35):
Pick it up? Yeah?
Speaker 1 (10:36):
Yeah, yeah, three thousand dollars digits? Yeah, a supercomputer desk?
Speaker 3 (10:42):
Exactly?
Speaker 4 (10:43):
How could you imagine you're just sitting there just like that,
You're working on your PC?
Speaker 3 (10:47):
Well?
Speaker 1 (10:47):
Here, why would I need one of these? Probably not me?
Speaker 2 (10:51):
But how big is the addressable market for this? What
is the addressable market?
Speaker 4 (10:56):
There are thirty million software developers. They're probably something along
the lines of ten million designers around the world. Probably
another twenty million creative artists. Hard to say exactly how
many students. I'm going to guess probably a couple one
hundred million students around the world.
Speaker 3 (11:15):
Everybody is going to have to board it.
Speaker 4 (11:17):
Everybody's going to have to well, they can afford computers,
and so here's if they can afford computers and they
would like to have a companion that helps them do AI,
this is the way to do it.
Speaker 1 (11:29):
Can I just clarify something?
Speaker 3 (11:30):
Yeah, on it?
Speaker 2 (11:31):
I think you said on stage mac os, Linux and Windows,
but no, no, the location said just Linux.
Speaker 4 (11:38):
No, No, whatever computer you use, you're literally enjoying how it's
going to be used. It's sitting right there and you
just connect to it wirelessly like it's your personal.
Speaker 1 (11:48):
Cloud, I promised the audience.
Speaker 3 (11:50):
So I'd clarify that.
Speaker 1 (11:51):
Excited. Yeah, yeah, we're running short time.
Speaker 2 (11:53):
President Electrump has been speaking during the course of conversation.
How imperative is it that you go to mar A
Lago and meet with him? If Nvidia is America's leading
AI company, and.
Speaker 3 (12:05):
Will you I'd be delighted to go see him. Have
you been invited?
Speaker 4 (12:08):
Not yet, but I would be delighted to go see
him and congratulate him and do everything we can to
help this administration succeed.
Speaker 2 (12:18):
A lot of what you outlined on stage last night
in the realm of physical AI. You know, I saw
x Pong, for example, in the autonomous driving context that's
happening in China, like they are doing a lot on robotics.
Speaker 1 (12:29):
So I'm going to ask you about tariffs.
Speaker 2 (12:31):
You know, it's likely this coming administration will be as
restrictive on technology export and tariffs will be a function.
Speaker 3 (12:38):
How have you prepared for that?
Speaker 1 (12:39):
Jensen?
Speaker 4 (12:42):
Whatever the administration ultimately decides, will give them as much
insight as we can from our perspective, and I'm sure
that the administration will make the right moves that's the
best interest of our country.
Speaker 1 (12:56):
Twenty twenty five.
Speaker 2 (12:57):
I kind of started the conversation by saying a lot
has changed since we last spoke in the summer. You
said that the age of general robotics is just around
the corner. Is twenty twenty five the year of general robotics?
Or is that a little premature to your mind?
Speaker 4 (13:12):
The development is going gangbusters, as you can see all
the different robots that are going to be around here,
and the enabling technology necessary for general robotics is coming together.
All the pieces are coming together. The industry still has
a lot of engineering to do. If you look long term,
you pick your horizon in ten or twenty years, the
(13:34):
number of robots that's going to be on Earth that's
going to be measured in probably tens of nine hundreds
and not potentially billions of robots, and so those days
are clearly coming. Is it going to happen in the
next couple of years or the next five years, hard
to say, but the development of robotics is going to
be all over the world now and we're seeing startup companies,
(13:55):
large companies, industrial companies, consumer electronics companies all getting involved
in the future of robotics. And our offering to the
industry is a three computer system. And so whether they're
developing the robot, training the robot, we have DJX systems
for them and DJX clouds for them. If they're simulating
the robots, we have Omniverse for them, and if they
want to deploy that when they're.
Speaker 3 (14:15):
Ready to deploy the robots, we have.
Speaker 4 (14:19):
Little little computers that basically is the computer brain of
the robot that they can put inside the robot. And
so we'll work with the industry across the board from
the development of the robot to the deployment of the robot.
And we have computer systems for them, algorithms for them,
AIS for them, and we'll partner with the industry and
make this future happen very very quick.
Speaker 2 (14:40):
Which line of business grows fast? Is this year data center,
gaming or other?
Speaker 4 (14:45):
They're all going to grow fast. I think gaming is
continuing to grow our times. Vehicle business is already on
its way to be a five billion dollar business this
year and so and sometimes right run rate and so
the autonomous vehicle businesses is just starting to get off
the ground, and that tells you something about how we
(15:05):
address it. And the reason for that is we get
the benefit from the beginning of the development of the
AIS all the way to the deployment of the cars.
Speaker 3 (15:13):
Because a car.
Speaker 4 (15:14):
Company needs two factories, a car factory that builds the
cars and an AI factory that builds the AI sport
the cars, and both of these, both of these areas
we get to participate. And so I think it's going
to be a very large business.
Speaker 2 (15:28):
I've made you late for your next appointment. Yeah, it's
crazy literally grateful for your time. It's good to see
you as well. Jensen One, the Nvidia CEO,
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.