Prediction certainty 3/5 debate potential 3/5

Huang: The new market for AI factories will probably reach a few trillion dollars

Jensen Huang · Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod · Oct 13, 2024 · at 36:22

NVIDIA CEO Jensen Huang discusses the new computing layer required to support always-on digital employees and AI agents.

0:00 / 0:13exact quote · 13.5s
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“So there's a whole layer of computing fabric, a whole layer of what I call AI factories that the world has to make that doesn't exist today at all. So the question is how big is that? Unknowable at the moment, probably a few trillion dollars.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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