Jensen Wong argues agentic AI became genuinely useful, driving thousandfold compute demand while creating jobs, not destroying them.
Agentic AI costs a thousand times more computeUnderstanding, reasoning, planning and using tools needs roughly 1,000x the computation of generative AI, then 100x more users on top.
Answer a super force with cheap abundanceJensen's defence against a weaponised coding model is open-source swarms on every front door, not one bigger weapon.
A job's purpose is not its taskRadiology was declared dead a decade ago; AI took the scan-reading task and hospitals now want more radiologists.
Executive SummaryAI
Jensen Wong traces the last two years from ChatGPT's generative breakthrough to reasoning and agentic AI, naming Anthropic's cloud code as the first agentic system that did really productive work like software coding.
He says moving AI from generation to understanding, reasoning, planning and tool use takes about a thousand times more computation, multiplied again by a hundred times more people, which is why GPU consumption is going through the roof and GPUs sold four or five years ago are rising in price faster than good wine.
On supply, he describes Vera Rubin systems twice the width of the stage with seven types of chips, racks at four or five million dollars each, three tons and one and a half million parts, and argues AI is creating jobs and several trillion dollars of US re-industrialization — he told President Trump he would place half a trillion dollars of orders, and the suppliers came.
On safety he calls himself a pragmatist: the answer to a powerful coding model like mythos is not another super force but an abundance of cheap open-source force — swarms of white blood cells forming a cybersecurity dome.
On jobs he uses radiology as his counter-example: a decade after the prediction that it would be the first job wiped out, 100% of radiology is infiltrated by AI and hospitals want to hire more radiologists, because the purpose of a job and the task of a job are related but not the same.
Key Quote
“AI actually reinvented the computer industry. AI invented a whole new industry.”
— Jensen Wong
Key Quote
“Everybody should have AI. The global south should have AI.”
— Jensen Wong
Key Quote
“the United States benefited from the last industrial revolution for a good reason. Not because we invented it, but because we applied it.”