On March 19, it was reported that in the keynote speech of the NVIDIA GTC 2025 conference in the early hours of this morning, NVIDIA CEO Jensen Huang appeared again in a leather suit.
Huang started by talking about the future of AI, and now we're in the Generative AI phase, but according to Huang's roadmap, we're moving toward an era of Agentic AI, followed by physical AI, when robots come in.
Huang said that each wave of AI enhancements has opened up new market opportunities for us, adding that "long live the market opportunity."
Huang also said that now we're looking at how to scale AI. AI relies on data as a computer science problem, but then has to worry about training and scaling built AI models. AI's law of scaling is much tougher and is actually hyper-accelerating. Huang believes that the industry misjudged the need for calculations last year.
Huang believes that we must stop using vocabulary in the field of AI that targets human consciousness and learning. The amount of computation required for AI to perform inference has increased dramatically compared to before, and the amount of data and the amount of human training is limited. In the future, the world will transition primarily from humans writing software to AI models running software. "In the future, computers will generate tokens of software... And not just a finder for files. "
Huang also expects data center construction to reach $1 trillion by 2028 (about 7.23 trillion yuan currently).