“Every company will have two factories. One that makes the product. And one that makes intelligence.” — Jensen Huang

Jensen Huang isn’t just guessing the future. 

He’s building it.

In his GTC 2024 keynote, the NVIDIA CEO said AI factories—smart data centers—will soon power every major business.

Jensen Video Experience

Before you watch the video, let me warn you: Jensen talks fast. I put most YouTube talks at 1.5 or 2.0 speed. With Jensen, I went down to 1.0 and still had to go back a few times.

He also uses a lot of tech terms. But if you want to understand this part of the AI supply chain, this talk is the place to start.

Worth two hours?

A few highlights:

1. How NVIDIA’s new chips make AI faster

Huang shows the new GPU that speeds up training and saves energy. It can run huge models with less cost and more power.

2. What an AI factory is

AI factories will be as common as product factories, according to Huang. These are data centers that build smart tools, not just store data.

3. How companies are using AI 

From BMW to drug companies, it’s impressive that Huang seems just as dialed in with the solutions clients need outside the AI world as he is with the technology that makes it work.

Watch the full two-hour marathon keynote here: Watch now