
When Nvidia (NVDA) CEO Jensen Huang says something will grow “by a billion times,” the tech world listens. In a conversation with investors Bill Gurley and Brad Gerstner on the BG2 Podcast, Huang explained the transformative power of inference — the process by which trained artificial intelligence (AI) models generate results.
During the exchange, Gurley and Gerstner noted that inference already accounts for over 40% of AI-related revenue. Huang responded with characteristic conviction: “It’s about to go up by a billion times.” He says AI is going to get multitudes smarter, largely beyond our comprehension.