The Exchanges, every show

Q Can, can you talk about physical AI versus data center AI? We talked, we talked a little bit about this today. Is there a threshold where you see physical AI accelerating and ultimately The deployment of chips outpaces the deployment of chips in data centers. Is that where the world evolves to? Or what do you think the construction of the world looks like?

A Yeah, excellent. Everything in the world that moves will be autonomous someday. And that someday is probably around the corner. So everything that moves. We already know that your lawn mower is gonna, you know, who's gonna be pushing a lawn mower around? That's craziness. Unless you want to. I mean, that's, you know. And so, so I think everything that moves will be autonomous. And every machine Every company that builds machines will have two factories. There's the machine factory, for example, cars, and then there's the AI factory to create the AI for the cars. And so maybe you're, ah, a machine factory to build human or robots. You need an AI factory to build a brain for the human or robot. And so every company in the future, in fact, the, the future of industry is really two factories. Tesla already has two factories, right? Elon has a giant AI factory. He was very early in recognizing that he needs to have an AI factory to sustain the cars that he has. Now he's got AIs in the car, but in the future, instead of, you know, I imagine that in the future, instead of a whole, whole lot of people remote, remotely monitoring air traffic control, there'll be a giant AI that's doing the remote control. And then only in the case of the, the giant AI, Um, can't handle it with a person come in to, to, uh, intercept. And so, so I think you, you see that, that these industries in the futu…

AI assessment note: “the future of industry is really two factories”

Q was, I, I would like the high value inference people to take a listen to this, and 25% of your data center space, you said, should be allocated to this Grok, LPU, GPU combo. So, can you tell us about how the industry looks at this idea of now Basically creating this next generation form of disaggregated pre-fill, decode, disag, and how people do you think will react to it?

A Yeah, and take a step back, and at the time that we added this, we went from large language model processing to agentic processing. Now, when you're running an agent, you're accessing working memory. You're accessing long-term memory. You're using tools. You're really beating up on storage really hard. You have agents working with other agents. Some of the agents are very large models. Some of them are smaller models. Some of them are diffusion models. Some of them are autoregressive models, and so there's all kinds of different types of models inside this data center. We created Vera Rubin. To be able to run this extraordinarily diverse workload. My sense is, and so we added, we used to be a one rack company, we now added four more racks.

AI assessment note: “take a step back, and at the time that we added this”

Q You can't really imagine that, whereas that happens here. Are there other companies, either current or historically, that you look up to, admire, maybe took some of this inspiration from?

A In the last 30 years, I've read my fair share of business books, and as in everything you read, you, you're supposed to, you're supposed to, to first of all, enjoy it, right? Enjoy it, be inspired by it, but not to adopt it. That's not the whole point of these books. The whole point of these books is to share their experiences, and, and you, you're supposed to ask, you know, what does it mean to me in my world, and what does it mean to me in the context of what I'm going through? What does this mean to me and the environment that I'm in? And what does this mean to me and what I'm trying to achieve? And what does this mean to NVIDIA and the age of our company and the capability of our company? And so you're supposed to ask yourself, what does it mean to you? And then from that point, being informed by all these different things that we're learning, uh, we're supposed to come up with our own strategies. You know, what I just described is kind of how I go about everything. You're supposed to be inspired and learn from every, everybody else. And, and the education's free, you know? When somebody talks about a new product, you're supposed to go listen to it. You're not supposed to ignore it. You're supposed to go learn from it. And it could be a competitor. It could be a adjacent industry. It could be nothing to do with us. The more we learn from what's happening out in the world, t…

AI assessment note: “You're supposed to be inspired and learn from every, everybody else.”

Q How does it, how does it eliminate illegal immigration?

A Well, it at least, it eliminates abuse of the H-I-B. Yeah, yeah, yeah, at least, and, and that's a good start, and at least we can have a conversation. So one of the things that we know about President Trump, he's, he, he's a good listener. He actually listens, I mean, he listens to you, he listens to me, and he doesn't have to, and he listens to a lot of people, and he's integrating a lot of information, and this is obviously a very complicated issue. And so, so I think that, that this is a fine start, it's a fine start, but I, I'm not confused that, that anyone in the administration, anyone in the White House is confused that Legal immigration. Immigration is the foundation of the American dream, and it's the ultimate brand that we want to protect, and that's the future we want to protect.

AI assessment note: “Well, it at least, it eliminates abuse of the H-I-B.”