NVIDIA
Jun 04, 2026 11:36
· 6:16
· English
· Whisper Turbo
· 1 ਸਪੀਕਰ
ਇਹ ਟਰਾਂਸਕਰੀਪਟ ਦੀ ਮਿਆਦ ਖਤਮ ਹੁੰਦੀ ਹੈ 4 ਦਿਨ
ਸਥਾਈ ਸਟੋਰੇਜ਼ ਲਈ ਅੱਪਗਰੇਡ →
ਕੇਵਲ ਵੇਖਾਓ
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Speaker 1 (NVIDIA)
A profound observation of artificial intelligence.
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That the software industry of the past was
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about creating tools.
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Excel is a tool.
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Word is a tool.
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A web browser is a tool.
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The reason why I know these are tools is because you use them.
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The tools industry,
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just as screwdrivers and hammers,
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the tools industry is only so large.
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In the case of IT tools,
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they could be database tools.
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These IT tools is about a trillion dollars or so.
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But AI is not a tool.
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AI is work.
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That is the profound difference.
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AI is,
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in fact, workers that can actually use tools.
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One of the things I'm really excited about is the work that Ervin's doing at
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Perplexity.
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Perplexity using web browsers to book vacations
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or do shopping.
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basically an AI using tools.
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Cursor is an AI,
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an agentic AI system that we use at NVIDIA.
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Every single software engineer at NVIDIA uses Cursor.
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It has improved our productivity tremendously.
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It's basically a partner for every one of our software
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engineers to generate code.
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And it uses a tool.
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And the tool it uses is called VS Code.
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So Cursor is an AI,
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a genetic AI system that uses VS Code.
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Well,
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all of these different industries,
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these different industries,
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whether it's chatbots or digital biology,
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where we have AI assistant researchers,
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or what is a robo -taxi?
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Inside a robo -taxi,
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of course,
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it's invisible.
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But obviously,
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there's an AI chauffeur.
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That chauffeur is doing work.
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And the tool that it uses to do that work is the car.
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And so everything that we've made up until now,
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the whole world,
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everything that we've made up until now are tools,
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tools for us to use.
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For the very first time,
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technology is now able to do work and help
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us be more productive.
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The list of opportunities go on and on,
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which is the reason why AI addresses
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The segment of the economy that IT has never addressed.
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IT is a few trillion dollars that sits
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underneath the tools of a hundred trillion
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dollar global economy.
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Now,
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for the first time,
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AI is going to engage that hundred trillion dollar economy and
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make it more productive,
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make it grow faster,
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make it larger.
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We have a severe shortage of labor.
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Having AI that augments labor is going to help us grow.
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Now,
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what's interesting about this from a technology industry perspective also is that
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in addition to the fact that AI is new technology that addresses new segments
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of the economy,
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AI in itself is also a new industry.
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This token,
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as I was explaining earlier,
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these numbers,
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after you tokenize all these different modalities of information,
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There's a factory that needs to produce these numbers.
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Unlike the computer industry and the chip industry
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of the past.
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Notice,
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if you look at the chip industry of the past,
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the chip industry represents about 5 % to 10%,
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maybe less,
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5 % or so,
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of a multi -trillion dollar,
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few trillion dollar IT industry.
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And the reason for that is because it doesn't...
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Take that much computation to use Excel.
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It doesn't take that much computation to use browsers.
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It doesn't take that much computation to use Word.
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We do the computation.
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But in this new world,
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there needs to be a computer that
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understands context all the time.
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It can't pre -compute that.
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Because every time you use the computer for AI,
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every time you ask the AI to do something,
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the context is different.
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So it has to process all of that information.
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Environmental,
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for example,
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in the case of a self -driving car,
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it has to process the context of the car.
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context processing.
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What is the instruction you're asking the AI to do?
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Then it's got to go and break down the problem step by step,
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reason about it,
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and come up with a plan and execute it.
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Every single one at that step requires enormous number
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of tokens to be generated,
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which is the reason why we need a new type of system,
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and I call it an AI factory.
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It's an AI factory for sure.
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It's unlike a data center of the past.
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It's an AI factory because
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This factory produces one thing.
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Unlike the data centers of the past that does everything,
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stores files for all of us,
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runs all kinds of different applications.
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You could use that data center like you can use your computer for all kinds of applications.
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You could use it to play a game one day.
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You could use it to browse the web.
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You could use it to do your accounting.
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And so that is a computer of the past,
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a universal general purpose computer.
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The computer I'm talking about here is a factory.
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It runs basically one thing.
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It runs AI.
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And its purpose is designed to produce tokens
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that are as valuable as possible.
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Meaning they have to be smart.
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And you want to produce these tokens at incredible rates.
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Because when you ask an AI for something,
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you would like it to respond.
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And notice during peak hours.
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These AIs are now responding slower and slower because it's
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got a lot of work to do for a lot of people.
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And so you wanted to produce valuable tokens at incredible rates
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and you wanted to produce it cost effectively.
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Every single word that I used are consistent with an AI factory,
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with a car factory or any factory.
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It is absolutely a factory.
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And these factories.
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These factories never existed before.
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And inside these factories are mountains and mountains of chips.
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Which brings to today.
ਇਹ ਟਰਾਂਸਕਰੀਪਟ AI (ਆਟੋਮੈਟਿਕ ਬੋਲੀ ਪਛਾਣ) ਵਲੋਂ ਬਣਾਈ ਗਈ ਹੈ । ਇਸ ਵਿੱਚ ਗਲਤੀਆਂ ਹੋ ਸਕਦੀਆਂ ਹਨ - ਗੰਭੀਰ ਵਰਤੋਂ ਲਈ ਅਸਲੀ ਆਡੀਓ ਨਾਲ ਜਾਂਚ ਕਰੋ । AI ਪਾਲਸੀ
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ਸੰਖੇਪ...
ਇਹ ਟਰਾਂਸਕਰੀਪਟ ਬਾਰੇ AI ਨੂੰ ਪੁੱਛੋ
ਇਸ ਟਰਾਂਸਕਰੀਪਟ ਬਾਰੇ ਕੁਝ ਪੁੱਛੋ — AI ਸਬੰਧਤ ਭਾਗ ਲੱਭੇਗਾ ਅਤੇ ਜਵਾਬ ਦੇਵੇਗਾ।