NVIDIA CEO Jensen Huang explains why technology companies will be much larger in the age of AI

The thing that to keep in mind is at all times, what is the market opportunity that you're engaging and that informs your size. I was told a long time ago that Nvidia can never be larger than a billion dollars. Obviously, as an estimation, under imagination, of the size of the opportunity, it is the case that no chip company can ever be so big. But if you're not a chip company, then why does that apply to you? And this is the extraordinary thing about technology right now, is technology is a tool and it's only so large. What's unique about our current circumstance today is that we're in the manufacturing of intelligence. We're in the manufacturing of work world. That's AI and the world of tasks, doing work, productive, generative, AI work, generative, intelligent work. That market size is enormous. It's measured in trillions. One way to think about that is if you built a chip for a car, how many cars are there and how many chips would they consume? That's one way to think about that. However, if you built a system that, whenever needed, assisted in the driving of the car, what's the value of a autonomous chauffeur every now and then? And so now the market, obviously the problem becomes much larger, the opportunity becomes larger. You know, what would it be like if we, if we were to magically conjure up a chauffeur for everybody who has a car and, you know, how big is that market? And obviously, obviously that's a much, much larger market. And so the technology industry is at the, you know, where what we've discovered, what Nvidia has discovered and what some of the discovered is that by separating ourselves from being a chip company, but building on top of a chip, and you're now an AI company, the market opportunity has grown by probably a thousand times. Don't be surprised if technology companies become much larger in the future, because what you produce is something very different. And that's the kind of the way to think about how large can your opportunity, how large can you be? It has everything to do with the size of the opportunity.