The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVIDIA(NVDA.US)
My take: It passed the sniff test.Here’s the play-by-play:Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen took a "ground-up" approach to the answer:The Scale: The world spends $300B–$400B on classical computing, but AI requires 1,000x more. If the world sees value in the AI "token," it will invest to produce it.The Spend: Infrastructure spend to meet token demand will exceed $700B this year driven by enterprise software, robotic factories, agent-based small businesses, and cars that continuously generate tokens.The Shift: Historically, we "pre-wrote" and "pre-recorded" code. Now, software is generated in real-time. This requires vastly more computation than traditional methods.Sustainability: This isn't a cycle; it's the new standard for computing. Cloud companies are shifting entirely to this token-based architecture.Real Value: Over the past two months the world has awakened to agents (like OpenClaw) that solve real problems. Companies like Anthropic are seeing the results, with revenue up 10x YoY.Source: Gene Munster
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