Gerstner cites Jensen Huang estimating $1.5 trillion in AI compute buildout discussed in Paris.
“Jensen Huang said over in Paris this week, he estimates a trillion and a half of AI compute build out”
Gerstner cites Jensen Huang saying half of world's AI researchers are in China and innovating.
“Jensen Huang reminded us recently that 50% of the world's AI researchers are in China, and they're indeed innovating and not copying.”