Jensen Huang on SBS News In Depth
Nvidia results spur AI tech recovery & why most borrowers will cope with rate rise
Skip unless you want a very short earnings-call soundbite. The argument is familiar across the corpus and appears virtually verbatim in two companion SBS entries.
>> I am confident in their cash flow growing and the reason for that is very simple. We have now seen the inflection of agentic AI and the usefulness of agents across the world and enterprises everywhere. You're seeing incredible compute demand because of it. In this new world of AI, compute is revenues. Without compute, there's no way to generate tokens. Without tokens, there's no way to grow revenues.
Jensen Huang says growing enterprise use of AI agents is producing strong demand for computation and gives him confidence that major customers will continue investing. He frames compute as essential to producing AI tokens and therefore to expanding AI-related revenue.