Huang compares AI factories to electricity generation, saying tokens will be sold per million like kilowatt-hours.
“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.”
Huang describes GPUs as new instruments producing tokens at high volume for the first time in history.
“We are producing something for the very first time that has never been produced before. And we're producing at an extremely high volume.”