In a recent speech, Jensen Huang emphasized that the growth of AI is not a bubble, but rather a structural transformation that computer science is undergoing.
With the end of Moore's Law, general-purpose computing can no longer meet computing power demands, and the world is accelerating its migration to GPU-dominated accelerated computing systems.
Meanwhile, Recsys, an internet engine-based recommendation system, is fully embracing generative AI and driving companies to build GPU supercomputers on a large scale.
Based on this, Agentic AI such as Grok, OpenAI, Anthropic, and Gemini were able to emerge.

He stated that understanding the underlying migration process would reveal that the current resource allocation is "entirely reasonable."