The Minutes of Jensen Huang on ai factories https://minutesof.com/jensen-huang/on/ai-factories/ Everything Jensen Huang has said on AI factories: 7 verbatim quotes between May 2024 and February 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:53 +0000 Huang says three formerly separate industries are converging rapidly to build AI infrastructure. https://minutesof.com/q/8f435182-560e-467f-800c-67500bc53d07/ https://minutesof.com/q/8f435182-560e-467f-800c-67500bc53d07/ “Right now, as we're speaking, these three entirely what used to be three different industries are all growing incredibly fast so that we could create the infrastructure for intelligence and manufacturing the AIs.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 ai factories Huang states a gigawatt AI factory costs approximately fifty billion dollars and tens are being built worldwid https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ “While these factories are incredibly complex, they're you know, a gigawatt AI factory is about $50,000,000,000 And now we're building tens of gigawatts around the world.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 ai factories Huang characterizes current AI infrastructure as the largest industrial buildout in human history. https://minutesof.com/q/3cf594c4-f6ca-4328-bb3d-cc108a5123c8/ https://minutesof.com/q/3cf594c4-f6ca-4328-bb3d-cc108a5123c8/ “It's an enormous infrastructure build out, the largest industrial infrastructure build out in human history.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 ai factories Huang says NVIDIA's AI factory bill of material totals approximately fifty billion dollars. https://minutesof.com/q/bbbbd707-d264-41ce-a623-24b2cb6d89cd/ https://minutesof.com/q/bbbbd707-d264-41ce-a623-24b2cb6d89cd/ “So the inventory bill of material of the supercomputer comes out. This AI factory comes out, adds up to about $50,000,000,000 bill of material.” — NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 ai factories Huang says the entire computing stack—processing, storage, networking, security—is being reinvented for AI. https://minutesof.com/q/c1da339a-a1ee-4b9b-99ac-89e1fc84b44e/ https://minutesof.com/q/c1da339a-a1ee-4b9b-99ac-89e1fc84b44e/ “But remember what computing is. There's computing, there's the processing, but there's storage, networking, and security. All that is being reinvented as we speak.” — Cisco Wed, 04 Feb 2026 04:34:47 +0000 ai factories Huang predicts a new layer of AI factories running digital workers continuously. https://minutesof.com/q/92b54306-a8ba-4491-9eff-84f28f0ab049/ https://minutesof.com/q/92b54306-a8ba-4491-9eff-84f28f0ab049/ “there's gonna be a new infrastructure. This new infrastructure are going to be AI factories that operate these digital humans. And they're gonna be running all the time, 20 fourseven.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 ai factories Huang compares AI factories to electricity generation, saying tokens will be sold per million like kilowatt-ho https://minutesof.com/q/8df6898c-abb8-4082-be49-731774f22907/ https://minutesof.com/q/8df6898c-abb8-4082-be49-731774f22907/ “And just like the last industrial revolution, nobody understood why this electricity is so valuable and is now sold, right, marketed kilowatt kilowatt hours, you know, per dollar.” — Stripe Tue, 21 May 2024 19:46:22 +0000 ai factories