NVIDIA
Jun 04, 2026 11:36
· 6:16
· English
· Whisper Turbo
· 1 Speaker
Transkrip iki bakal kadaluwarsa ing 4 dina.
Ngoptimalake kanggo panyimpenan permanen →
Mung nyritakake
0:04
S…
Speaker 1 (NVIDIA)
A profound observation of artificial intelligence.
0:07
S…
Speaker 1 (NVIDIA)
That the software industry of the past was
0:11
S…
Speaker 1 (NVIDIA)
about creating tools.
0:12
S…
Speaker 1 (NVIDIA)
Excel is a tool.
0:15
S…
Speaker 1 (NVIDIA)
Word is a tool.
0:17
S…
Speaker 1 (NVIDIA)
A web browser is a tool.
0:19
S…
Speaker 1 (NVIDIA)
The reason why I know these are tools is because you use them.
0:22
S…
Speaker 1 (NVIDIA)
The tools industry,
0:24
S…
Speaker 1 (NVIDIA)
just as screwdrivers and hammers,
0:26
S…
Speaker 1 (NVIDIA)
the tools industry is only so large.
0:29
S…
Speaker 1 (NVIDIA)
In the case of IT tools,
0:32
S…
Speaker 1 (NVIDIA)
they could be database tools.
0:35
S…
Speaker 1 (NVIDIA)
These IT tools is about a trillion dollars or so.
0:38
S…
Speaker 1 (NVIDIA)
But AI is not a tool.
0:41
S…
Speaker 1 (NVIDIA)
AI is work.
0:44
S…
Speaker 1 (NVIDIA)
That is the profound difference.
0:47
S…
Speaker 1 (NVIDIA)
AI is,
0:49
S…
Speaker 1 (NVIDIA)
in fact, workers that can actually use tools.
0:53
S…
Speaker 1 (NVIDIA)
One of the things I'm really excited about is the work that Ervin's doing at
0:57
S…
Speaker 1 (NVIDIA)
Perplexity.
0:58
S…
Speaker 1 (NVIDIA)
Perplexity using web browsers to book vacations
1:02
S…
Speaker 1 (NVIDIA)
or do shopping.
1:04
S…
Speaker 1 (NVIDIA)
basically an AI using tools.
1:06
S…
Speaker 1 (NVIDIA)
Cursor is an AI,
1:08
S…
Speaker 1 (NVIDIA)
an agentic AI system that we use at NVIDIA.
1:11
S…
Speaker 1 (NVIDIA)
Every single software engineer at NVIDIA uses Cursor.
1:13
S…
Speaker 1 (NVIDIA)
It has improved our productivity tremendously.
1:16
S…
Speaker 1 (NVIDIA)
It's basically a partner for every one of our software
1:21
S…
Speaker 1 (NVIDIA)
engineers to generate code.
1:23
S…
Speaker 1 (NVIDIA)
And it uses a tool.
1:24
S…
Speaker 1 (NVIDIA)
And the tool it uses is called VS Code.
1:27
S…
Speaker 1 (NVIDIA)
So Cursor is an AI,
1:28
S…
Speaker 1 (NVIDIA)
a genetic AI system that uses VS Code.
1:32
S…
Speaker 1 (NVIDIA)
Well,
1:32
S…
Speaker 1 (NVIDIA)
all of these different industries,
1:34
S…
Speaker 1 (NVIDIA)
these different industries,
1:35
S…
Speaker 1 (NVIDIA)
whether it's chatbots or digital biology,
1:38
S…
Speaker 1 (NVIDIA)
where we have AI assistant researchers,
1:42
S…
Speaker 1 (NVIDIA)
or what is a robo -taxi?
1:44
S…
Speaker 1 (NVIDIA)
Inside a robo -taxi,
1:46
S…
Speaker 1 (NVIDIA)
of course,
1:47
S…
Speaker 1 (NVIDIA)
it's invisible.
1:48
S…
Speaker 1 (NVIDIA)
But obviously,
1:49
S…
Speaker 1 (NVIDIA)
there's an AI chauffeur.
1:53
S…
Speaker 1 (NVIDIA)
That chauffeur is doing work.
1:55
S…
Speaker 1 (NVIDIA)
And the tool that it uses to do that work is the car.
1:59
S…
Speaker 1 (NVIDIA)
And so everything that we've made up until now,
2:03
S…
Speaker 1 (NVIDIA)
the whole world,
2:04
S…
Speaker 1 (NVIDIA)
everything that we've made up until now are tools,
2:07
S…
Speaker 1 (NVIDIA)
tools for us to use.
2:09
S…
Speaker 1 (NVIDIA)
For the very first time,
2:10
S…
Speaker 1 (NVIDIA)
technology is now able to do work and help
2:14
S…
Speaker 1 (NVIDIA)
us be more productive.
2:16
S…
Speaker 1 (NVIDIA)
The list of opportunities go on and on,
2:19
S…
Speaker 1 (NVIDIA)
which is the reason why AI addresses
2:22
S…
Speaker 1 (NVIDIA)
The segment of the economy that IT has never addressed.
2:27
S…
Speaker 1 (NVIDIA)
IT is a few trillion dollars that sits
2:31
S…
Speaker 1 (NVIDIA)
underneath the tools of a hundred trillion
2:35
S…
Speaker 1 (NVIDIA)
dollar global economy.
2:37
S…
Speaker 1 (NVIDIA)
Now,
2:38
S…
Speaker 1 (NVIDIA)
for the first time,
2:39
S…
Speaker 1 (NVIDIA)
AI is going to engage that hundred trillion dollar economy and
2:43
S…
Speaker 1 (NVIDIA)
make it more productive,
2:44
S…
Speaker 1 (NVIDIA)
make it grow faster,
2:46
S…
Speaker 1 (NVIDIA)
make it larger.
2:47
S…
Speaker 1 (NVIDIA)
We have a severe shortage of labor.
2:50
S…
Speaker 1 (NVIDIA)
Having AI that augments labor is going to help us grow.
2:54
S…
Speaker 1 (NVIDIA)
Now,
2:55
S…
Speaker 1 (NVIDIA)
what's interesting about this from a technology industry perspective also is that
2:59
S…
Speaker 1 (NVIDIA)
in addition to the fact that AI is new technology that addresses new segments
3:03
S…
Speaker 1 (NVIDIA)
of the economy,
3:04
S…
Speaker 1 (NVIDIA)
AI in itself is also a new industry.
3:08
S…
Speaker 1 (NVIDIA)
This token,
3:11
S…
Speaker 1 (NVIDIA)
as I was explaining earlier,
3:12
S…
Speaker 1 (NVIDIA)
these numbers,
3:14
S…
Speaker 1 (NVIDIA)
after you tokenize all these different modalities of information,
3:18
S…
Speaker 1 (NVIDIA)
There's a factory that needs to produce these numbers.
3:21
S…
Speaker 1 (NVIDIA)
Unlike the computer industry and the chip industry
3:25
S…
Speaker 1 (NVIDIA)
of the past.
3:26
S…
Speaker 1 (NVIDIA)
Notice,
3:28
S…
Speaker 1 (NVIDIA)
if you look at the chip industry of the past,
3:30
S…
Speaker 1 (NVIDIA)
the chip industry represents about 5 % to 10%,
3:34
S…
Speaker 1 (NVIDIA)
maybe less,
3:36
S…
Speaker 1 (NVIDIA)
5 % or so,
3:38
S…
Speaker 1 (NVIDIA)
of a multi -trillion dollar,
3:41
S…
Speaker 1 (NVIDIA)
few trillion dollar IT industry.
3:43
S…
Speaker 1 (NVIDIA)
And the reason for that is because it doesn't...
3:46
S…
Speaker 1 (NVIDIA)
Take that much computation to use Excel.
3:49
S…
Speaker 1 (NVIDIA)
It doesn't take that much computation to use browsers.
3:52
S…
Speaker 1 (NVIDIA)
It doesn't take that much computation to use Word.
3:55
S…
Speaker 1 (NVIDIA)
We do the computation.
3:56
S…
Speaker 1 (NVIDIA)
But in this new world,
3:58
S…
Speaker 1 (NVIDIA)
there needs to be a computer that
4:03
S…
Speaker 1 (NVIDIA)
understands context all the time.
4:05
S…
Speaker 1 (NVIDIA)
It can't pre -compute that.
4:07
S…
Speaker 1 (NVIDIA)
Because every time you use the computer for AI,
4:09
S…
Speaker 1 (NVIDIA)
every time you ask the AI to do something,
4:11
S…
Speaker 1 (NVIDIA)
the context is different.
4:13
S…
Speaker 1 (NVIDIA)
So it has to process all of that information.
4:15
S…
Speaker 1 (NVIDIA)
Environmental,
4:16
S…
Speaker 1 (NVIDIA)
for example,
4:17
S…
Speaker 1 (NVIDIA)
in the case of a self -driving car,
4:19
S…
Speaker 1 (NVIDIA)
it has to process the context of the car.
4:22
S…
Speaker 1 (NVIDIA)
context processing.
4:23
S…
Speaker 1 (NVIDIA)
What is the instruction you're asking the AI to do?
4:27
S…
Speaker 1 (NVIDIA)
Then it's got to go and break down the problem step by step,
4:29
S…
Speaker 1 (NVIDIA)
reason about it,
4:30
S…
Speaker 1 (NVIDIA)
and come up with a plan and execute it.
4:32
S…
Speaker 1 (NVIDIA)
Every single one at that step requires enormous number
4:36
S…
Speaker 1 (NVIDIA)
of tokens to be generated,
4:38
S…
Speaker 1 (NVIDIA)
which is the reason why we need a new type of system,
4:41
S…
Speaker 1 (NVIDIA)
and I call it an AI factory.
4:43
S…
Speaker 1 (NVIDIA)
It's an AI factory for sure.
4:45
S…
Speaker 1 (NVIDIA)
It's unlike a data center of the past.
4:48
S…
Speaker 1 (NVIDIA)
It's an AI factory because
4:51
S…
Speaker 1 (NVIDIA)
This factory produces one thing.
4:53
S…
Speaker 1 (NVIDIA)
Unlike the data centers of the past that does everything,
4:57
S…
Speaker 1 (NVIDIA)
stores files for all of us,
4:59
S…
Speaker 1 (NVIDIA)
runs all kinds of different applications.
5:00
S…
Speaker 1 (NVIDIA)
You could use that data center like you can use your computer for all kinds of applications.
5:04
S…
Speaker 1 (NVIDIA)
You could use it to play a game one day.
5:06
S…
Speaker 1 (NVIDIA)
You could use it to browse the web.
5:07
S…
Speaker 1 (NVIDIA)
You could use it to do your accounting.
5:09
S…
Speaker 1 (NVIDIA)
And so that is a computer of the past,
5:12
S…
Speaker 1 (NVIDIA)
a universal general purpose computer.
5:16
S…
Speaker 1 (NVIDIA)
The computer I'm talking about here is a factory.
5:19
S…
Speaker 1 (NVIDIA)
It runs basically one thing.
5:21
S…
Speaker 1 (NVIDIA)
It runs AI.
5:22
S…
Speaker 1 (NVIDIA)
And its purpose is designed to produce tokens
5:26
S…
Speaker 1 (NVIDIA)
that are as valuable as possible.
5:29
S…
Speaker 1 (NVIDIA)
Meaning they have to be smart.
5:30
S…
Speaker 1 (NVIDIA)
And you want to produce these tokens at incredible rates.
5:34
S…
Speaker 1 (NVIDIA)
Because when you ask an AI for something,
5:37
S…
Speaker 1 (NVIDIA)
you would like it to respond.
5:39
S…
Speaker 1 (NVIDIA)
And notice during peak hours.
5:41
S…
Speaker 1 (NVIDIA)
These AIs are now responding slower and slower because it's
5:46
S…
Speaker 1 (NVIDIA)
got a lot of work to do for a lot of people.
5:48
S…
Speaker 1 (NVIDIA)
And so you wanted to produce valuable tokens at incredible rates
5:52
S…
Speaker 1 (NVIDIA)
and you wanted to produce it cost effectively.
5:55
S…
Speaker 1 (NVIDIA)
Every single word that I used are consistent with an AI factory,
5:59
S…
Speaker 1 (NVIDIA)
with a car factory or any factory.
6:02
S…
Speaker 1 (NVIDIA)
It is absolutely a factory.
6:04
S…
Speaker 1 (NVIDIA)
And these factories.
6:06
S…
Speaker 1 (NVIDIA)
These factories never existed before.
6:08
S…
Speaker 1 (NVIDIA)
And inside these factories are mountains and mountains of chips.
6:12
S…
Speaker 1 (NVIDIA)
Which brings to today.
Transkripsi iki digawé déning AI (pengidentifikasi swara otomatis). Bisa uga ngandhut cacat - verifikasi karo audio asli kanggo panggunaan kritis. Kebijakan AI
Ringkasan
Klik Summarize kanggo nyiptakaké rincian AI saka transkripsi iki.
Ngrembugan...
Takon AI Ngendi Transkrip Iki
Ing basa Jawa, tembung iki bisa dijupuk saka tembung = gawé.