1:50 it is simple. No, we would not see AI in software soon; may take another couple of years. So Software guys will not make money in coming 1-2 years, but they would actually have to be spending and buying all the hardware from NVIDIA. Means, only NVIDIA will be making money in the next two years, not any other software or application companies, because it takes time to train AI through Chips, and servers, and inferencing, hardwork and programming, etc. So, generally, the question is valid, that when would the AI on software side finally pay off? But from NVIDIA point of view, we couldn't care less weather it works out for those companies or not, because if AI doesn't work for microsoft, new companies will buy chips, and startups will sell their AI Applications etc.
1:50 it is simple. No, we would not see AI in software soon; may take another couple of years. So Software guys will not make money in coming 1-2 years, but they would actually have to be spending and buying all the hardware from NVIDIA. Means, only NVIDIA will be making money in the next two years, not any other software or application companies, because it takes time to train AI through Chips, and servers, and inferencing, hardwork and programming, etc.
So, generally, the question is valid, that when would the AI on software side finally pay off? But from NVIDIA point of view, we couldn't care less weather it works out for those companies or not, because if AI doesn't work for microsoft, new companies will buy chips, and startups will sell their AI Applications etc.
4:03 hindsight...he was spot on