Jensen Huang: First, I’ll start backwards. I believe the number of AI infrastructures are going to grow all over the world. And the reason for that is AI, the production of intelligence, is going to be manufacturing. There was a time when people manufacture just physical goods. In the future, there will be — almost every company will manufacture soft goods. It just happens to be in the form of intelligence. Data comes in. That data center does exactly 1 thing and 1 thing only. It cranks on that data and it produces a new updated model. Where raw material comes in, a building or an infrastructure cranks on it, and something refined or improved comes out that is of great value, that’s called the factory. And so I expect to see AI factories all over the world.
Some of it will be hosted in cloud. Some of it will be on-prem. There will be some that are large, and there are some that will be mega large, and then there’ll be some that are smaller. And so I fully expect that to happen, number one. Number two. Over the course of the next 10 years, I hope through new chips, new interconnects, new systems, new operating systems, new distributed computing algorithms and new AI algorithms and working with developers coming up with new models, I believe we’re going to accelerate AI by another million x. There’s a lot of ways for us to do that. And that’s one of the reasons why NVIDIA is not just a chip company because the problem we’re trying to solve is just too complex. You have to think across the entire stack all the way from the chip, all the way into the data center across the network through the software.
And in the mind of 1 single company, we can think across that entire stack. And it’s really quite a great playground for computer scientists for that reason because we can innovate across that entire stack. So my expectation is that you’re going to see really gigantic breakthroughs in AI models in the next company, the AI platforms in the coming decade. But simultaneously, because of the incredible growth and adoption of this, you’re going to see these AI factories everywhere.
Operator: This concludes our Q&A session. I will now turn the call back over to Jensen Huang for closing remarks.
Jensen Huang: Thank you. The accumulation of breakthroughs from transformers, large language model and generative AI has elevated the capability and versatility of AI to a remarkable level. A new computing platform has emerged. New companies, new applications and new solutions to long-standing challenges are being invented at an astounding rate. Enterprises in just about every industry are activating to apply generative AI to reimagine their products and businesses. The level of activity around AI, which was already high, has accelerated significantly. This is the moment we’ve been working towards for over a decade. And we are ready. Our Hopper AI supercomputer with the new transformer engine and Quantum InfiniBand fabric is in full production, and CSPs are racing to open their Hopper cloud services.
As we work to meet the strong demand for our GPUs, we look forward to accelerating growth through the year. Don’t miss the upcoming GTC. We have much to tell you about new chips, systems and software, new CUDA applications and customers, new ecosystem partners and a lot more on NVIDIA AI and Omniverse. This will be our best GTC yet. See you there.
Operator: This concludes today’s conference. You may now disconnect.
