Ben Gilbert: belief

Transcript context

…Clearly, that idea rattled around in Jensen's head a bunch and in NVIDIA's because—well, let's catch us up to today. They just did GTC at the end of March, the big GPU developer conference that they do every year that they started in 2009 as part of building the whole CUDA ecosystem. It's so freaking impressive now. There are now 3 million registered CUDA developers, 450 separate SDKs and models for CUDA, and they announced 66 zero new ones at this GTC. We talked about the next generation GPU architecture with Hopper and then the grace CPU to go along with it. I could be wrong on this. I think Hopper is going to be the world's first four-nanometer process chip using TSMC's new four-nanometer process, which is amazing. We talked a lot about Omniverse. We're going to talk about Omniverse in a second, but you mentioned this licensing thing. They usually do their investor day, their analyst day, at the same time as GTC. On the analyst day, Jensen gets up there. It's just so funny going through the whole history of this now of looking for a market and trying to find some market of any size. He's like, we are targeting a trillion-dollar market. He's like a startup raising a seed round walking in with a pitch deck. We'll put this graphic up on the screen for those watching the video. It's an articulation of what the segments are of this trillion-dollar addressable opportunity that NVIDIA has in front of it. My view of this is if their stock price wasn't what it was, there's no way that they would try to be making this claim that they're going after a trillion-dollar market. I think it's squishy. There's a lot of squish in there.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.