2026-02-12 15:35:14

Speaking candidly after a few drinks. Jensen Huang got excited at Cisco's AI Summit

1 The speed of AI evolution is 1 million times faster than Moore's Law, meaning AI has become infrastructure rather than just a technological enabler
2 Currently, we are in implicit programming, not relying on programmers to write code step by step in explicit programming. This means the entire computing system—from chips, networks, storage, security to software and tools—needs to be upgraded
3 In this era, companies should not focus on ROI. If you can calculate it, it means you've already been eliminated by the times, because truly valuable and potential things are often filtered through collective success. Just go do it, instead of writing PPTs
4 The future digital human economy will have a > input cost ratio. For example, an AI can not only help you drive but also help you earn money by driving for Didi, and then help repair the car. The compound benefits generated by this digital human will surpass the initial investment in the vehicle

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