Jensen Huang explains why AI is a multitrillion-dollar opportunity: the machine never stops running
rohanpaul_ai · x · 2026-09-22
- Jensen Huang, in a recent interview on Citadel Securities' YouTube channel, laid out why AI is a multitrillion-dollar opportunity and how it differs from the old software era.
- His core argument: traditional software is written once and deployed, whereas the AI machine has to run all the time—continuous inference, training and data flow—which drives sustained demand for compute and infrastructure and separates AI's business model from classic software.
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