- Some impressive Graphics demos up front
- "Computation Inflation" is an interesting new term
- "CUDA has achieved a tipping point", "CUDA has achieved a virtuous cycle"
- "We have invented the AI generator" (comparing to Tesla investing the "AC Generator" in the 1800s) - "new industrial revolution"
- "Digital Humans" (AI generated "humans" to help you do things/interact in human-like ways - examples: customer service agents, home designers, digital healthcare workers - Hippocratic AI, etc.)
- "We have 100 million AI PCs in the world" (i.e. those with Geforce RTX GPUs)
- Held a Blackwell computer (motherboard) in his hand -- a lot of silicon, impressive looking. Certainly not "cheap"
My take is Nvidia has definitely transitioned from a GPU company to an AI company.. (with "compute" somewhere along the way)
EDIT: Just finished the video, towards the end is a clip thanking and recognizing Taiwan for it's contribution to technology. I thought that was really nicely done.
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