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Post: 🚀 $NVDA – Jensen Huang on the Future of AI Nvidia does not see an AI bubble, but the biggest tech transformation in decades. CEO Jensen Huang highlights three massive platform shifts happening at the same time: 1) GPU acceleration replacing CPU computing More and more traditional software — data processing, simulations, engineering workloads — is moving from CPUs to CUDA GPUs. Huang calls this a structural turning point in global compute demand. 2) Generative AI becoming the new standard GenAI is replacing classic ML in search, ads, recommendations, and content moderation. Example: Meta reported higher ad efficiency thanks to GPU-powered GenAI. 3) The rise of agentic & physical AI New systems can reason, plan, and use tools — from coding agents like Cursor to medical AI (iDoc), legal AI (Harvey), and autonomous driving (Tesla FSD, Waymo). The fastest-growing tech companies (OpenAI, Anthropic, xAI, Google, Replit, Cognition AI, Tesla, etc.) are leading this shift. Why Nvidia? One unified architecture powering all three waves of AI — cloud, enterprise, robotics; training and inference; any modality. Huang says this is why Nvidia remains the platform of choice. In short: Accelerated computing, generative AI, and agentic AI are reshaping the next computing era — and Nvidia is positioning itself at the center of this transformation.
2025-11-19

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