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" "We already work very deeply with end users and developers who do these things. We do that today and our engagement with the world’s leading important verticals that we focus on, whether it’s healthcare, automotive, of course all the AI startups, we work with some 10,000 AI startups. So industry after industry, if there are industries where we could add a lot of value, the video game industry, we have direct coverage on just about every developer. The automotive industry, we have direct coverage on just about every single car company. The healthcare industry, we’re working with just about every drug discovery company and so we already do that today. It’s just that the fulfillment of the system ultimately comes from somebody else. If you want your stack accelerated, you work with Nvidia.
Jen-Hsun "Jensen" Huang (Chinese:黃仁勳) (born February 17, 1963) is a Taiwanese-born American billionaire businessman, electrical engineer, and the co-founder, president and CEO of Nvidia Corporation.
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The inference, the scale of inference business has gone through a step function, no doubt, and the type of inference that is being done right now where you know that video will have generative AI added to it to augment the video either to enhance the background, enhance the subject, relight the face, do eye reposing, augment with fun graphics, so on and so forth. All of that generative AI work is done in the cloud and so video has generative AI. We know that there’s imaging and 3D graphics for generative AI, video for generative AI.
There’s a language to proteins, there’s a language to chemicals, and if we can understand the language and represent it in computer science, imagine the scale at which we can move, we can understand, and we can generate. We can understand proteins and the functions that are associated with them, and we can generate new proteins with new properties and functions. We can do that with generative AI now, now all of a sudden those words make sense and now they’re connecting and fired up and are now applying it to all of their fields of their own companies and see opportunity after opportunity for themselves to apply it.
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