The AI Future Prophesied by Jensen Huang

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The AI Future Prophesied by Jensen Huang

The AI Future Prophesied by Jensen Huang

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Whether you know it or not, the decisions of NVIDIA CEO Jensen Huang are shaping your future. AI, robotics, self-driving cars... at the heart of future technology beats the GPU he created. In a recent interview, he revealed everything about the past, present, and future of the AI era. As a PM with 6 years of experience at an AI startup, I will break down 3 key insights from his extensive interview that will directly impact your career, along with the single piece of advice he offers to the younger generation.

The emperor of the AI empire, NVIDIA CEO Jensen Huang, has spoken. How to survive in the AI era? It's not something grand. "Ask yourself how you can use AI better in your job." AI is not a threat; it's the most powerful tool to make you superhuman.

Hey everyone, you know NVIDIA, right? I'm actually quite into investing myself. I personally own some NVIDIA stock, and honestly, I can't believe my eyes every morning when I check my account. Look at this graph. The speed is just insane. In March 2024, it hit a $2 trillion market cap, just three months later in June, it reached $3 trillion, and now it's madly racing towards $4 trillion. It feels like just yesterday I was surprised by an article saying NVIDIA's market cap was similar to the entire KOSPI. Now, it's grown to nearly twice the size of the entire South Korean stock market—KOSPI, KOSDAQ, and KONEX combined. What on earth is happening? In today's video, from the dual perspectives of an AI startup PM and an investor, I'll tell you everything about how this monster called NVIDIA was born, why it's growing so insanely, and what opportunities we should seize in this massive trend. First, NVIDIA: The Company That Became a God First, you need to grasp NVIDIA's current standing. A $4 trillion market cap. That's about 5,500 trillion Korean won. This is more than twice South Korea's annual GDP and enough to buy 15 Samsung Electronics. It's the first company in global corporate history to surpass $4 trillion. Not Apple, not Microsoft, not Google could do it. Why? There's only one reason: AI. To train AI and run services like ChatGPT, high-performance AI semiconductors are essential. And the heart of those semiconductors is the GPU, or Graphics Processing Unit, made by NVIDIA. NVIDIA has a virtual monopoly on over 80% of this market. From a PM's perspective, this is an insane moat. It's a structure where every company wanting to usher in the AI era must pay a toll to the single castle of NVIDIA. The bigger the AI market gets, the more money NVIDIA is bound to make. Second, The Monster Born from Failure: Jensen Huang's Leadership So how did NVIDIA build this formidable monopolistic empire? At its center is the Taiwanese-American CEO, Jensen Huang. In 1993, he founded NVIDIA with $40,000, but his first and second products failed miserably, pushing the company to the brink of bankruptcy. Since then, NVIDIA's unofficial motto has been, "Our company is 30 days from going out of business." This desperation was the driving force that brought him to where he is today. He is famous for his playing coach leadership style, still staying up all night to edit presentation slides himself. A perfectionist who runs on the field and takes care of everything. This is the first secret to how NVIDIA has always been one step ahead of the market. Third, The Great Pivot: From a Graphics Company to an AI Company The second secret is a bold pivot. In the early 2000s, NVIDIA was the number one player in the gaming graphics card market. It was a situation where anyone would have been satisfied and complacent. Then, Stanford researchers published a small paper showing that using GPUs could speed up AI training by tens of times. Most people ignored this small change. But Jensen Huang was different. He saw the future in this small paper. One evening, he sent an email to all employees: "We are no longer a graphics company. From now on, we are an AI company." And he began to invest heavily in a software platform called CUDA. CUDA is like an operating system that allows AI developers to use NVIDIA's GPUs more easily and powerfully. And CUDA only works on NVIDIA GPUs. This was a god-tier move. It completely locked the world's AI developers into NVIDIA's ecosystem. Conclusion: So, When Will This Bubble Burst? Of course, some raise the bubble theory. They say it has risen too steeply. But from a PM's perspective, this might not be a simple bubble. NVIDIA has already made deep inroads into next-generation growth areas like humanoid robots and self-driving cars. The AI wave has just begun, and the surfboards needed to ride that wave are exclusively supplied by NVIDIA. One analyst predicts that NVIDIA's market cap will surpass $5 trillion within 18 months. As a personal investor and a PM in the heart of the AI industry, I have yet to find a reason not to ride this massive wave.

This is Part 2. From now on, I'll cover it from my channel's original perspective! Everyone, this person you're seeing now is Jensen Huang, the CEO of NVIDIA. Whether you know it or not, his decisions are shaping your future right now. AI, robotics, self-driving cars, new drug development... at the heart of almost every technology we call the future, beats the semiconductor he created, the GPU. In a recent interview, he revealed everything about where the AI era began, where it is now, and where it's headed. In today's video, I'll completely break down three key insights from his extensive interview that will directly impact your career and business, and the single piece of advice he gives to the younger generation. First, all innovation starts from something seemingly useless. How did NVIDIA build its current empire? Surprisingly, it started with video games. In the early 1990s, Jensen Huang focused on the simple, repetitive calculations that make up 99% of computer programs—parallel processing. And he determined that the place where this technology was most needed was the video game market, which had to render 3D graphics. At the time, it was a "useless" market that no one paid attention to. But he was convinced that video games would become the largest entertainment market in human history, and he created the best parallel processing unit, the GPU, for that market. His prediction was spot on. The video game market grew explosively, and NVIDIA became its ruler. And in 2012, an AI model called AlexNet used that very gaming GPU to make a mark in AI history. From a PM's perspective, this gives us a huge lesson. A massive opportunity to change the future can be hidden in a seemingly useless technology or market that doesn't seem to make money right now. Innovation always starts at the periphery. Second, technology makes time travel possible. Jensen Huang calls the GPU a time machine. What does this mean? A quantum chemistry scientist once told him, "Jensen, thanks to your technology, I can now complete my life's work within my lifetime." This is time travel. Simulations that used to take years on a supercomputer can now be shortened to days or hours with GPUs. We can now see and simulate the future at a speed previously unimaginable, in areas like new drug development, climate change prediction, and self-driving car simulations. This isn't just about work getting done faster. It means that as the cost and time of failure dramatically decrease, an era has opened where we can take on bolder and more creative challenges. Productivity improvement in the AI era is directly linked to the ability to save time. Third, everything will become a robot. Jensen Huang asserts: "Everything that moves will one day be a robot, and that day will come soon." The robots he talks about are not limited to factory machine arms or self-driving cars. It includes everything from lawnmowers to R2D2-like personal assistants that grow with us throughout our lives. So how do these robots get smart? In virtual worlds called Omniverse and Cosmos. In the past, robots had to be trained in the real world. It took a long time, was dangerous, and was very costly.

Conclusion: Jensen Huang's Single Piece of Advice So, in this era of tremendous change, what should we prepare for? Jensen Huang's advice is surprisingly simple: "Ask yourself how you can use AI better in your job."


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Originally published on YouTube: 11/3/2025

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