Huang says three formerly separate industries are converging rapidly to build AI infrastructure.
“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.”
Huang states a gigawatt AI factory costs approximately fifty billion dollars and tens are being built worldwide.
“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.”
Huang characterizes current AI infrastructure as the largest industrial buildout in human history.
“It's an enormous infrastructure build out, the largest industrial infrastructure build out in human history.”
Huang cites estimates of eighty-five trillion dollars in infrastructure investment over the next ten years.
“Trillions of dollars, tens of trillions of dollars. Estimates have it close to $100,000,000,000,000 $85,000,000,000,000 in the next ten years.”
Huang says traditional supercomputers take three years to plan plus one year to get working.
“A supercomputer that you would build would take normally three years to plan. Right. And then they deliver the equipment and it takes one year to get it all working.”