Jensen Huang: prediction

Transcript context

…I’ve heard you or others in Nvidia (I think) used the phrase zero billion dollar— That’s exactly right. It’s our way of saying there’s no market yet, but we believe there will be one. Usually when you’re positioned there, everybody’s trying to figure out why are you here. When we first got into automotive, because we believe that in the future, the car is going to be largely software. If it’s going to be largely software, a really incredible computer is necessary. When we positioned ourselves there, I still remember one of the CTOs told me, you know what? Cars cannot tolerate the blue screen of death. I said, I don’t think anybody can tolerate that, but that doesn’t change the fact that someday every car will be a software-defined car. I think 15 years later we’re largely right. Oftentimes there’s non-consumption, and we like to navigate our company there. By doing that, by the time that the market emerges, it’s very likely there aren’t that many competitors shaped that way. We were early in PC gaming, and today Nvidia’s very large in PC gaming. We reimagined what a design workstation would be like. Today, just about every workstation on the planet uses Nvidia’s technology. We reimagine how supercomputing ought to be done and who should benefit from supercomputing, that we would democratize it. And look today, Nvidia’s in accelerated computing is quite large. We reimagine how software would be done, and today it’s called machine learning, and how computing would be done, we call it AI. We reimagined these things, try to do that about a decade in advance. We spent about a decade in zero billion dollar markets, and today I spent a lot of time on omniverse. Omniverse is a classic example of a zero billion dollar business. There are like 40 customers now? Something like that?…

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