NVIDIA's Jensen Huang - A Layer of Computing That Cocoons the World

The global computing landscape is evolving into a pervasive layer of "agentic" intelligence that will cocoon the Earth, mirroring the historical infrastructure shifts of electricity and the internet. This new industrial revolution centers on the concept of the AI factory, a modern parallel to the 300-year-old dynamo. While the original dynamo converted physical motion into electrons, NVIDIA’s machines transform those electrons into numbers, or tokens, which constitute the building blocks of artificial intelligence. These tokens effectively decode and reformulate the "languages" of human biology, physics, climate, and robotics. By treating intelligence as a mass-produced commodity, this technological shift enables the generation of specialized knowledge—from protein folding to autonomous navigation—turning raw data into a functional utility that powers every building, manufacturing system, and digital interaction across the planet.