Ben Gilbert: belief

Transcript context

…Yup. I think the question for me on an A+ outcome for NVIDIA from the shareholder perspective is, do you need to believe that all the real world AI use cases are going to happen? Do you need to believe, maybe not all of them, but some basket of autonomous vehicles, the Omniverse, robotics, one or multiple of those three are going to happen, they're going to be enormous markets, and then NVIDIA is going to be a key player in them? I think you do because I think that's where all the data center revenue is coming from are companies that are going after those opportunities. I'm wrestling with whether that is something you have to believe or whether that's optionality. The reason it would be only optionality, only upside, is if the digital AI, we know that that's a big market. There's no question about that at this point. Is that going to continue to just get so big? Are we still only scratching the surface there? How much more AI is going to be baked into all the stuff we do in the digital world? Will NVIDIA continue to be at the center of that? I don't know. I don't have a great way to assess how much growth is left there.…

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