Jensen Huang believes that AI is transitioning from an 'assistant' to a 'worker'.

Core insights shared by Jensen Huang in the interview:

1. The Evolution Direction of AI: From "Assistant" to "Worker"

· AI will directly operate professional tools: In the future, AI will go beyond content generation and be able to use complex software (like design and engineering tools) like humans, becoming a "digital workforce" that understands physical laws and solves practical problems.
· AI is the "super user" of software: AI will not eliminate software; instead, it will drive software applications with higher efficiency, promoting the evolution of tools.

2. The Future Economy: Technology Reshaping the Real Economy

· The opportunity lies in the digitalization of the real economy: The global IT industry is worth $1 trillion, while the real economy is worth $100 trillion. The greatest future opportunity lies in using technology to restructure the remaining 99% of the economic sectors.
· Every company must be a technology company: Traditional enterprises that cling to old models will be disrupted by technology-driven competitors (e.g., Disney, Mercedes-Benz, Walmart are all transforming into tech companies).

3. The Logic of Innovation: Abandon Control, Embrace "Loss of Control"

· Innovation cannot be predetermined: Obsessing over calculating ROI (Return on Investment) before taking action is an "illusion" that may lead to missed opportunities.
· Speed determines survival: In an era of accelerated AI evolution, companies that wait to see clear profits before entering the market may already be eliminated by competitors.

4. The Speed of AI Evolution: A Million-Fold Leap in a Decade

· The speed of evolution far exceeds Moore's Law: AI performance can improve 1 million times within a decade (compared to 100 times in the semiconductor era), which will completely change business logic.
· Think with "frictionless thinking": Assuming all friction (like cost, time, geographical limitations) disappears, how should companies restructure their business models?

5. The Value of Future Talent: Domain Knowledge > Programming Skills

· Programming may become "cheap": In the future, programming may become a basic skill like typing, with AI directly executing human instructions.
· Industry experts have an advantage: People who understand domain knowledge and are skilled at questioning AI will be more valuable than programmers who merely write code.

6. The Core of the Enterprise: Protecting "Questioning" and the "Data Loop"

· "Questioning" is more important than answers: $NVIDIA(NVDA.US) will not hand over internal conversations to public AI models, because questions reflect strategic thinking and are core intellectual property.
· AI should achieve an autonomous loop: In the future, enterprises should have AI monitor operations around the clock, automatically accumulate experience and data, forming a continuously evolving knowledge system.

7. Warnings and Appeals

· The risk of unemployment lies not with AI, but with "people who understand AI better": You won't be replaced by AI, but you may be eliminated by peers who are skilled at using AI.
· Dismantle technology with your own hands: Encourage everyone to actively learn the underlying logic of AI and discover their own advantages within the new rules.

Summary

Jensen Huang believes that AI is evolving from an auxiliary tool into a "digital workforce" that can directly drive economic production and will continue to evolve at a million-fold speed. In the future, all enterprises must transform into technology-driven organizations, and the core of individual competitiveness will shift from programming skills to domain expertise and AI collaboration capabilities. In this transformation, passive waiters will be eliminated, and active explorers will reshape industry rules.