TSLA
Tesla
-- 424.070 NVDA
NVIDIA
-- 140.830 TEM
Tempus AI
-- 47.640 AAPL
Apple
-- 222.640 DJT
Trump Media & Technology
-- 35.590 
At the end of the conference call, these are their ambitions, dreams, and goals, right?
Transition to GPU
A new industry called AI factory.
And robotics.
Quoted below:
Our business's astonishing growth is driven by two fundamental trends promoting global adoption of NVIDIA computing. First, the computing stack is being reinvented, transitioning from coding to machine learning, and from code execution on CPUs to neural network processing on GPUs. The 1 trillion dollar installation base of traditional data center infrastructure is being rebuilt for software 2.0 that generates AI by applying machine learning.
Secondly, the AI era has arrived in full force. Generative AI is not just a new software feature, but a new industry with AI factories that manufacture digital intelligence, potentially creating a multi-trillion dollar AI industry revolution. The demand for Hopper in full production and the expectations for Blackwell are incredibly high for several reasons. The base model manufacturers have increased compared to a year ago.
The computing scale of pre-training and post-training continues to expand exponentially. AI-native startups are increasing like never before, and the number of successful inference services is also rising. Additionally, the introduction of ChatGPT o1, OpenAI o1 has brought about a new scaling law called test time scaling. All of these consume large amounts of computing.
AI is transforming every industry, company, and country. Companies are adopting agent AI to transform workflows. Over time, AI colleagues assist employees in performing their tasks quickly and efficiently. Investments in industrial robots have surged due to breakthroughs in physical AI, and the need for new training infrastructure is increasing as researchers train the world's base models using petabyte-scale videos and synthetic data from Omniverse.
The era of robotics engineering is upon us. Countries around the world are recognizing the fundamental trends in AI we see and awakening to the importance of developing national AI infrastructure. The AI era has arrived, and its scale is broad and diversified. NVIDIA's expertise, scale, and ability to provide full-stack and full infrastructure can cater to every opportunity in the multi-trillion dollar AI and robotics engineering from any hyperscale cloud, enterprise private cloud to sovereign region AI cloud, on-premise to industrial edge, robotics engineering.
A new industry called AI factory.
And robotics.
Quoted below:
Our business's astonishing growth is driven by two fundamental trends promoting global adoption of NVIDIA computing. First, the computing stack is being reinvented, transitioning from coding to machine learning, and from code execution on CPUs to neural network processing on GPUs. The 1 trillion dollar installation base of traditional data center infrastructure is being rebuilt for software 2.0 that generates AI by applying machine learning.
Secondly, the AI era has arrived in full force. Generative AI is not just a new software feature, but a new industry with AI factories that manufacture digital intelligence, potentially creating a multi-trillion dollar AI industry revolution. The demand for Hopper in full production and the expectations for Blackwell are incredibly high for several reasons. The base model manufacturers have increased compared to a year ago.
The computing scale of pre-training and post-training continues to expand exponentially. AI-native startups are increasing like never before, and the number of successful inference services is also rising. Additionally, the introduction of ChatGPT o1, OpenAI o1 has brought about a new scaling law called test time scaling. All of these consume large amounts of computing.
AI is transforming every industry, company, and country. Companies are adopting agent AI to transform workflows. Over time, AI colleagues assist employees in performing their tasks quickly and efficiently. Investments in industrial robots have surged due to breakthroughs in physical AI, and the need for new training infrastructure is increasing as researchers train the world's base models using petabyte-scale videos and synthetic data from Omniverse.
The era of robotics engineering is upon us. Countries around the world are recognizing the fundamental trends in AI we see and awakening to the importance of developing national AI infrastructure. The AI era has arrived, and its scale is broad and diversified. NVIDIA's expertise, scale, and ability to provide full-stack and full infrastructure can cater to every opportunity in the multi-trillion dollar AI and robotics engineering from any hyperscale cloud, enterprise private cloud to sovereign region AI cloud, on-premise to industrial edge, robotics engineering.
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