Jensen Huang

So in the case of going from, I guess, Kepler to, all the way to Kepler, all the way to Hopper was probably 100,000x.

That was the beginning of the AI journey for NVIDIA.

100,000x in 10 years.

OK?

Between Hopper and Blackwell, we increased, because of MVLink 72, 30x in one year.

And then we'll get another x factor again with Rubin.

And then we'll get another x factor with Feynman.

And the way we do that is because the transistors aren't really helping us very much, right?

Moore's law is largely the density is growing up, but going up, but the performance is not.

And so if that's the case,

One of the challenges that we have to do is we have to break the entire problem down at the system level and change every chip at the same time and all the software stack and all the systems all at the same time.

The ultimate extreme co-design.

Nobody's ever co-designed at this level before.

We change the CPU, revolutionize the CPU, a GPU, the networking chip, the MV-Link scale up, the Spectrum X scale out.

Somebody said, I heard somebody said, oh yeah, it's just Ethernet.

Yeah, right.

Okay, so Spectrum X Ethernet is not just Ethernet.

And people are starting to discover, oh my God, the X factors is pretty incredible.

NVIDIA's Ethernet business, the JustEthernet business, is the fastest growing Ethernet business in the world.

And so scale out.