Gerstner argues that token production and consumption is the fundamental basis of all AI intelligence.
“There is no intelligence. There's no consumer chat GPT. There's no enterprise intelligence. There's no clawed code without the production of tokens.”
Gerstner reports Jensen predicts inference will scale 100x to billion-x with 40% of NVIDIA revenue already from inference
“he said as a consequence of that, inference is going to a 100 x, thousand x, a million x, maybe even a billion x.”