Jensen Huang

General purpose computing is over.

Moore's law is dead.

People say these things.

And so what does that mean?

So general purpose computing is going to go to accelerated computing.

Our partnership with Intel is recognizing that general purpose computing needs to be fused with accelerated computing to create opportunities for them.

Is that right?

And so one, general purpose computing is shifting to accelerated computing and AI.

Two.

The first use case of AI is actually already everywhere.

It's in search, recommender engines.

Isn't that right?

In shopping.

The basic hyperscale computing infrastructure used to be CPUs doing recommenders is now going to GPUs doing AI.

So you just take classical computing, it's going to accelerated computing and AI.

You take hyperscale computing, it's going from CPUs to accelerated computing and AI.

And then now that's the second point.

Just feeding the Metas, the Googles, the ByteDances, the Amazons, and take their classical, traditional way of doing hyperscaling and moving it to AI.

That's hundreds of billions of dollars.

That's exactly right.