Jensen Huang

And whatever forecast we've been given has been always—

significant increase from last year, but not enough.

do you see them all it sounds like to me they're all leaning in more now and they're all also because of the second exponential okay we've already had one exponential we were experiencing which was the adoption rate of ai the engagement of ai was growing exponentially yes the second exponential that kicked in was reasoning yeah

That was the conversation we had one year ago.

One year.

Yeah.

We said, hey, listen, the moment you take AI from one shot, memorizing an answer and generalizing, that's basically training.

So memorizing an answer, what's eight times eight?

Just memorize it.

And so memorizing an answer and generalizing, that was one shot AI.

Now, a year ago, reasoning came about.

Research came about.

Tool use came about.

And now you're a thinking AI.

Structured data and unstructured data.

Just good old fashioned data processing.

And very soon we're going to announce a very big initiative of accelerated data processing.

Data processing represents the vast majority of the world's CPUs today.

it still completely runs on CPUs.

You know, if you go to Databricks, it's mostly CPUs.