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NVDAInterview2026-03-19
Jensen Huang describes two successive jumps in computing needs as AI moved from generating text to reasoning to acting as agents, and contrasts paying for information with paying for work.
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Jensen Huang · All-In Podcast · Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
“When we went from generative to reasoning, the amount of computation we needed was about a hundred times. >> Right. >> When we went from reasoning to agentic, the computation is probably another hundred times. Now we're looking at in just two years computation went up by a fact 10,000 X. Meanwhile people pay for information, but people mostly pay for work.”
Key terms
- agentic
- — AI software that carries out multi-step tasks on its own rather than just answering a question.
- reasoning
- — AI models that generate intermediate steps of 'thinking' before producing an answer.
Educational summary of a public statement. Not investment advice.