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Back to Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more, with Jensen Huang & Brad Gerstner.

How Many Computers Does Physical AI Need?

Jensen Huang says building a physical artificial intelligence platform takes three computers and three complete stacks, and he says it takes three robots as well. His company builds a complete stack for each of them and is the only company in the world that does that.

One computer creates the brain, the training system. Labs are also going to build a digital twin of the internet so agents learn how to use the internet without being sent out onto it. Omniverse is the twin for the physical world, a digital twin of warehouses, buildings, cities, and the physical world. The robot goes into the twin. The digital twin learns how to be a robot, and the result is then deployed into the last computer, the computer inside a robot, a car, or a surgical instrument.

A company that wants to build the platform end to end takes one of the computers, two, or all three. Jensen Huang says his company does not care which. Each computer has its own software stack, and the same approach runs across every vertical.

Grokipedia·Jensen Huang

Transcript

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more ·

BG2Pod with Brad Gerstner and Bill Gurley

More from this episode

  1. Why Did Jensen Huang's Parents Fly in Overnight?Jensen Huang says five of the six people on the medal stage were born outside the United States. He received the National Medal of Science for NVIDIA.
  2. Why Will the Cost of Intelligence Keep Falling?Jensen Huang says the last year unlocked knowledge, working memory, and tool use.
  3. Why Didn't Keynes's 15-hour Week Happen?Jensen Huang says the hope of more free time is wrong. For most people, intelligence unlocks more opportunities, and ambitious people will pursue them.
  4. Did Jensen Huang Understate Physical Artificial Intelligence?Jensen Huang says he understated the $100 billion figure. The first six months already produced $10 billion in physical artificial intelligence.
  5. Is AI Alignment a Forever Problem?Jensen Huang says alignment is a forever problem. Safety that depends on perfect alignment never arrives. The answer is containment.
  6. How Did Nvidia's Dollars Per Gigawatt More Than Double?Jensen Huang says Nvidia's market share is still increasing even though the company is already large and the share was already very high.
  7. Why Put Nvidia Computers on Starship?Jensen Huang says NVIDIA's engineers and Elon Musk's team are designing a server that works in space and on Earth.
  8. Why Do Most AI Startups Use Open Models?Jensen Huang says the frontier labs are only part of NVIDIA's machines. He puts them at about a quarter of the compute, maybe 30 percent.
  9. Why Does Jensen Huang Expect Four Trillion a Year?Jensen Huang says that as the decade ends, yearly infrastructure build-out will probably land between three and four trillion dollars, closer to four than to…
  10. Why Can't Nvidia Fill Its Order Book?Jensen Huang says every large cloud, every neocloud, and every big manufacturer had already ordered, and so had the startups.
  11. Why Did Jensen Huang Call Specialization the Enemy?Jensen Huang says specialization is the enemy of fungibility and the enemy of durability.
  12. What Yearly Computing Build Would Not Surprise Jensen Huang?Jensen Huang says the world is running about a trillion dollars of information technology buildout each year.

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