Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who hav… - Jensen Huang

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.

If you were building a chip company and you were taping out a chip, the tapeout of a chip is around $100 million, just the tapeout. Not to mention the tools, which are probably another $100 million, and not to mention all the engineers, all the systems you’re bringing up, things like that. In order to build one of our chips, it’s a few billion dollars. And we’re just one chip company. There’s a whole bunch of chip companies. When they tape out a chip it’s no less than $25 million. Writing, developing a large language model–taping out a chip these days, what the software industry is learning is that building these large language models is kind of like taping out a chip.

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.