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 the shortest earnings-era formulation of Huang’s compute-demand thesis. The clip is duplicated almost verbatim elsewhere in the corpus and reiterates his familiar compute-to-tokens-to-revenue argument.
>> 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 the adoption of agentic AI across enterprises is creating substantial compute demand. He expects customers' growing cash flow to support continued investment, arguing that compute enables token generation and therefore revenue growth.