Hardware
š This is an incredible admission by Jensen Huang. Effectively he is saying that AI, for all the hype (some from himself) wasnāt really useā¦
š This is an incredible admission by Jensen Huang. Effectively he is saying that AI, for all the hype (some from himself) wasnāt really useful until late 2025. Let that sink in. This means practically
š This is an incredible admission by Jensen Huang. Effectively he is saying that AI, for all the hype (some from himself) wasnāt really useful until late 2025. Let that sink in. This means practically everything everyone said before was more or less bullshit. And it raises a question: how useful is it now, and how much it that utility worth? 10B a year? 50B? It canāt just be a little useful to justify the trillions in infrastructure. It has to maybe be the most lucrative technology that ever existed to justify those investments. So far it aināt even close to that. Jensen: "this all happened in the last several months. AI in the last several months became useful. Thatās the big idea" "GPU consumption is going through the roof. Even GPUs we sold four or five years ago now are rising in price faster than good wine." $NVDA
Source: Gary Marcus (X) | 2026-05-06