NVIDIA's Jensen Huang Wants It All (GTC 2026)

0:00NVIDIA is flexing its muscles at its annual GTC conference as CEO Jensen Wong says they will do over a trillion Trillion dollars of business. Oh do two pinkies to the mouth We're gonna walk you through Jensen's plan for total domination from new robots to open-claw integration to something That has to do with Kate This conference is gonna cover every single layer of the five layer cake of artificial intelligence From lamp power and shelled the infrastructure to chips to the platforms the models Yum-yum Kevin will also discuss what this means for you the human when everyone has an agent and all GPUs are going towards inference The man just keeps on going up. There's a reason for that finally AI is able to do productive work and And therefore the inflection point of inference has arrived And gamers don't worry if you're mad that you can't ever get a new graphics card ever again prepare to be big mad

1:02Because AI enhanced graphics are here whether you want them or not. That's right DLSS five is here and Gavin thinks they're super cool and all of you no wrong He said that to me on the phone. I did not say that. I do think they're interesting Kevin But I did not say that yeah, he actually did say that in fact he said he wants to use DLSS on us. No. No, I didn't I didn't say that. Oh, this is Actually, I'm a kind of I kind of dig it. This is AI for humans everybody is it? Welcome everybody to AI for humans your weekly guide actually your biweekly guide to the world of AI Yeah, what do you know we're doing hey we're going by Kevin we're a schedule fluid guys you you were correct comment section You got us Today we are talking about Nvidia's GTC, which is their big event Kevin did you know that GTC stands for GPU technology conference did you know that I did not know that I didn't know it until about five seconds ago Gavin

2:04And I wish I could use that Adam Sandler remote and rewind and unlearn it The click you're talking about the clicker mode from that movie clip Black would have been the easier draw sure, but I want to rewind Teemo so the matter we're gonna talk yes, okay, let's talk about GTC I do want to jump into this so first of all Jensen comes out in the leather jacket and he is just boss manning this conference He comes out he's doing everything he you know what I found out he doesn't even use a prompt or for this thing So he comes out he's got all this memorized But I want to play one little clip here before we start to just kind of get a sense of what he's going for Well I'm here to tell you That right now where I stand a few short months after GTC DC One year after last GTC right here where I stand PT SD no it's He's going he's going he's going he's going P at a P it is PT it was pacific time I see

3:06Through a 20 Keep going keep playing it keep playing is he gonna say anything other than acronyms and individual letters. I'm going to say 27 At least one trillion dollars one trillion dollars Kevin one trillion dollars of his cash money Carnot for new jackets. What is it? What is the one trillion in videos made one? That is the money that is going to go through in video which is crazy to me And it just there was a slide they put up where they are just show how much of what they're in like they are in Every single factor of the modern tech economy. They're in every single factor of future tech economy Demand is just going it's like insane to me when you watch this to be clear for the audio only automotive financial services Healthcare and life sciences industrial that means you know water power you name it media and entertainment quantum Retail consumer package goods robotics telcos they're in literally everything and as AI

4:08Infuses its way into everything that will include your toothbrush that will include your dogs collar That's going to include everything and also Kevin. You know what will really include which was kind of one of the bigger announcements of this conference was D L SS 5 it's going to be in your video games in a much bigger way than you might have expected Of course in video comes from video games He did a little bit of a history thing where he talked it's been the twist the 20th year of kuda for those out there who celebrate So congratulations kuda can almost drink a beer But that is based on video games we used to make graphics cards just for video games and guess what Kevin They introduced a new thing that is very interesting. It is an uprising tool for video games It is called DLSS 5 and this is essentially like you and I have seen over the course the last couple of years You can see up-resure video or up-resure photo with AI will be showing this on screen But if you're not watching this you know, it's a slider back and forth and you see essentially an AI Upressed image what when you're looking at these video this video like what are you feeling?

5:09The the rage of the internet. I can feel them sharpening their pitch for take away that take away that What are you feeling Kevin? I think it's super engineering look there There are certainly times where up-res techniques can breathe new life into something This is slightly different than previous takes at DLSS if you've seen AI Up-res graphics in the past They were just trying to imagine the pixels in between the pixels if you will or sharpen out the edges or something like that This new approach actually takes like the frame color and the motion data and uses AI to add add Not just in the hands, but add Accurate lighting and materials and fine detail and they will claim It's using the original models and colors and textures of the core game itself So they're remaining true to the artist's vision This is where some of the division is because when you look at the examples It looks like it's painting details that don't exist in the course models as they are on the screen now my parents Love a motion smooth Gavin. Oh, they do. Oh my god. I know I love to take off

6:11You know the old 4x3 video and up-res it to 8k They're watching mission impossible in 4x3 in black and white All the characters kind of just slide across everything everything looks like a soap opera They love that stuff and I do think with certain games There's a time in the place for this there's gamers that will line up for a new texture pack of the release of a final fantasy or whatever else So I do think there's going to be clearly an audience for this I we've seen already in the very short time that this was announced There's definitely a hater contingent for this right and I think if you're like a hardcore gamer Just the fact that it adds and it's only like 18 milliseconds of latency But the fact that it is adding latency makes this like a deal breaker for some people right off the rip Yeah, and I will say it's like in kind of the same thing we say with all AI stuff It's like the worst it will ever be right now And I think that one of the things I think they kind of screwed themselves over by is like there's actual changes Like to your point in the background one of the shots of the Resident Evil shot There's a sign that says cigarettes and the cigarette sign is gone

7:13So maybe it's just that AI is trying to clean up our lives and not just get us to smoke Starfield which is a video game that I played. I don't did you play starfield? I can't remember if you played starfield Yeah, yeah, so one of the problems with starfield is they have these very dead looking characters right when you look at these characters straight on They were very dead looking and we'll take you have an AI did not really fix that it made their skin nicer It made the backgrounds nicer It did make the environments really cool. There was one environment starfield really beautiful But the eyes are still kind of dead and so it's not going to just fix things that are necessarily wrong with it Digital Foundry as a very great YouTube channel. You should be following they got an insight look at this Their video has a lot of other stuff one of the cooler parts that they showed was a shot from Assassin's Creed shadows Which you haven't played that that's the one where you're in Japan And one of the characters is up on top of the mount top of a building and he's seeing this forest and the forest looks amazing Like when you look away like at the at the landscapes I think facial stuff is going to be a little bit different But yeah, but I did want to point out your point about the idea of how negative people are

8:14Those comments are watching people just like light the internet on fire in fact one person I want to call this one out Fampus f a m p p i s said quote apply the slop filter. Please quote said no one ever so you are going to see a lot of negativity I think we use the slop filter on our web cams every recording. We apply it directly to the forehead Listen, I we we talk about and we you do say it often and I think it bears repeating that this is the worst that it will get Right, it's easy to look at those examples and go. Oh, there's a halo of light around the character as it moves Oh, the the background signage changes subtly. Oh the the the the rain details aren't exactly Inline with the it's the worst that it's going to be yeah It is going to get better. It's wild to me still that this system understands like hair skin fabric Yeah has Understanding of all that and can do it with I think it was like an average 16 millisecond hit That's gonna drop down even more and I think beyond the oh, we're just gonna enhance our existing game

9:18I think we're gonna see games designing for this. Yes. Yes. Yes ship ultra low-res geometry Ultra low-res models and be like hey, this card has been trained on this blocky thing and suddenly like iDARB Or the old NBA jam looks for you. Yeah, that would be so interesting to think about like how low Poly could you make something and actually have her come out? Yeah, look at you go Kevin I do want to ask like if if they didn't have the word AI attached to this Would gamers be excited because that's my big question when you just look at what this is sure a gamer who didn't think this was AI might be like I kind of changed it, but wow. I can see like so much better. It feels like a whole new gaming system That's the thing I think is is a graphic Scott have hyperpixels. They cut the hyperpixels drag it on it Hyperpixels dragons and AI and fiber scales on it. I'd be like oh, yeah I need 10 10 carbon dragons, but no, I think you're right. I think AI kind of automatically yucks a lot of yums again

10:18I understand people that are like that's not the artists intended vision or that's that's it's it's adding things to The game that shouldn't be there, but also sometimes the artist push it as far as they can and maybe they wish yeah That the the self shadowing on the eyes of the character would have been more defined like we're we're not necessarily able to say if the game developers themselves are officially supporting the thing then They're welcome to you're also welcome to hate it too, but you can't I forgot there was one I saw Kevin I have to show you so so I guess Nintendo got involved in this and Nintendo decided that they were going to Mario and I don't know if I buy this one necessarily because it seems to me like This feels a little bit off like I'm not sure if I buy this one So anyway if you're just listening go to the YouTube and watch it and check out what we've what we've done here Is it turned him into Timothy Shalamay? I don't know This is maybe that's the next star of the Mario movie This is going to be a great meme and if anybody in our comments around our discord wants to do a DLSS 5 on all of the things even outside of video games

11:21We are here for it. Please. Yes. We are okay. So very fast There was a quick mention of Jensen talking about chips in space Which has been this ongoing conversation if you remember a couple weeks ago We talked about Elon discuss this idea of like all of his chips are going to be in space In videos working on chips in space they have a way to figure it out All we though he did mention the fact that like they're gonna have to figure out how to deal with heating and cooling up there And and and Elon's idea was always like oh we can just use the coolness of space Anyway, that's something they're working on but Kevin the bigger thing that came out of this I think was this real open-cloth integration like leaning in Oh, what's going on? What do you laugh about it? Just the reality of what you and I have chosen to discuss each and every week to go yeah Yeah, the chips in space. Yeah, we're gonna launch these space data centers We're gonna cool it with the vastness of the vacuum that is space and there's no timeline or partners But no, we're gonna figure it out, but here's the really big thing I mean the chips is basically to me and I'm curious to know what other people out there think it feels like a pop a pipe dream right now

12:24I know it's not I know that there's science that can do it But there is no actual way to beam down the data yet in a significant way So it does feel like to me it's like everybody's got to check the chips in space part off of their resume or off of the thing like I've done chips in space Okay, yeah, okay, well you could like jensen used like healing talked about it for like five minutes It was a three-hour keynote and he spent five minutes anyway The bigger thing here is that they actually had Peter Seinberger the creator of open-cloth in the audience And they have worked on a whole new integration of open-cloth within the Nvidia platform that they're calling Nemo-cloth And this is a little strange and weird that we're mixing names here But so Nemo-cloth is based on around the name of Nemo Toronto which is one of their other platforms But the big idea here kev is that they are trying to make open-cloth Accessible for SaaS businesses meaning that you could trust your enterprise data With an open-cloth service and and the idea that this could really open door and by the way

13:25Gents they made a whole video about open-cloth They went like off about open-cloth. They really loved it so I There are a couple I think a big part of it for them is they really want to boost open source Open-cloth one of the things jensen said in the presentation was that it is the It is the biggest open-source project of all time at least according to GitHub that it took two weeks to be Linux In terms of how many GitHub stars it has which is pretty crazy Anyway, I'm curious as somebody you've spent a lot of time with open-cloth And I've actually been talking to like I mentioned last week my brother-in-law who's been doing a lot of open-cloth stuff Where do you kind of stand on the idea that like in video could give open-cloth big boost and that it could make this kind of enterprise ready? I was did not see this one coming We're interested yeah with with the open-cloth at all I think a lot of people that especially the early adopters got into it and they're like okay Yep, this will go especially once open AI got involved right and kind of snatched up a Peter We're like okay, this thing's gonna have legs here and then the bigs will go make their own version

14:25I did not for and this is my short-sightedness I did not count Nvidia as one of the bigs that would take this and run with it in a way I figured andthropic's gonna put more Cloth like teachers into their sweet Gemini and Google They're gonna do the same Microsoft don't have an offering I didn't expect Nvidia to do it and that to me is so fascinating Because we saw other slides where they announced all the big foundational partners that they work with right Gavin They have a lot of code inside and they had codex and they had all the big partners are there But like don't forget They can also serve the open source models and they have What one trillion running through their veins so they can spend something like this up And I think look making it enterprise secure In addition to the stability issues and everything else But I think making it enterprise secure was sort of the number one thing because that's what held even some normies back For using it was this notion of like I don't know that I can trust it with the keys to my personal kingdom Yeah, and what I find interesting about Nvidia is they win No matter who wins right like that's the thing you can take away from a presentation like this

15:26They are winning across the board And all they need is one of these people to survive like to be and by the way if in an open source world Nvidia does great because as Justin pointed out again and again Inference runs on GPUs right meaning that inference if you're if you're new to someone new to the space That's where the AI has to think about things before it gives you an answer It's not just the training of a model It's the real time calling of the data going back and forth So for Jensen He's open clause great right because it brings more people on board and it brings more open source models on board And it doesn't matter how much they're paying for the opening eye token or the cloud code token It's more about getting more and more people on board with the AI trade Well, here's the other thing you know you go to an Apple store and they're sold out of Mac minis because people were snatching those Up to just run open claw which it's crazy overpowered for that but they did it regardless Nemo claw gonna run on RTX graphics cards gonna run their RTX pro gonna run on the dgx station Probably gonna run on their their spark their little super computers So they have a vested interest in making sure it runs really really well on their hardware because I bet they saw that moment and oh no

16:31What's going on? I'm just thinking I'm not financial advice But am I supposed to buy Nvidia stock at this point? Is that what I'm supposed to do here? It's got a flag You know you should buy is a little bit of investment in this YouTube page by liking and subscribing right now We got some more to talk about in a second But just take a moment click that like and subscribe button We are gonna come to you twice a week now. That is our goal for the next month. Yes You've committed to it Kevin Someone's gonna do the DLSS 5 on me in the halfway through and then the other half my face is Kevin Rose Oh Man, well, we'll see what happens. Maybe I can be Alex. I'll break maybe there's like all the old people united one big thing We can all be together in one big one big retirement home You and me will be doing our podcast at one side and Kevin and Alex will be doing the other side of the entire home Hands to Gavin is Alex. I'll break But yes, sincerely please support us leave a comment thumbs up subscribe And if you want we've got a patreon and a bite me a coffee and a whole bunch of other stuff and subscribe to the newsletter

17:34And we got a great thing coming on Friday, so don't forget we have a second show coming on Friday All right, Kevin the other big thing that came out of this in GTC was they brought out the robots and the robots are always really interesting I remember you and I covered this me last year maybe was last year before They talked a lot about simulated environments for robots, right? Remember there was a whole thing about how you put a robot in a simulated environment Well, this year it's clear that a lot of these robots are actually doing this and the most interesting part of this to me Was you know the little Olaf robot that they've rolled out across Disneyland now. It's like about I don't know about this tall Like upsell my desk like this tall They had the the Olaf robot come out But the more interesting part was looking at what they designed for the Olaf robot before they put it into Practice in Disneyland They had a whole simulated environment where it was able to kind of learn how to walk through kind of dirty snow In some way and different things and like that feels like the future of this kind of integrated robot Say I and right now Olaf doesn't feel like the thing that can kill us You know because he's cute and he's got those little sticks for arms But at some point someone's gonna be simulating that in a much bigger way and a practice of war

18:36But we're seeing just the cute version of it right now. Give me just a very cute version So I appreciate you know there's a workstation somewhere where they replace those little twig arms with AKs They've got a tiny little Olaf learning to waddle over marbles with two death machines strapped to his arm I love it. I like yeah, I do it Are you think they're gonna replace the cold buttons with thermite and and Olaf? Oh waddle in Let if somebody in our audience try to make the terminator Click shot of where the terminator steps on the skull But make it with Olaf and we will give you a special shout out. We'll give you a special shout out Yeah, I want to see when he comes down like when the little bubble forms and he's teleport and it's usually like a naked Arnold Let's see Olaf make it Olaf you want to make it Olaf No, you want to see naked Olaf. I don't know what's under the snow. I guess he'd be melted at that point the point is I want to see his snow. I guess it's just nothing. It's just snow. Are we sure? Are we sure there's nothing under the snow? Well the robot they're definitely fall off all in And Legos yes

19:38The other guy's very cool about gtc There was a video game that came out from the same guy that made there's a great mind sweeper thing about the straights of horror music Came out about a week ago and he made that videos like a casual game He made a video game called gtc which is good till cancelled and this is essentially a vampire survivor's game Where you play as jensen and you fling chips at people coming towards you and investors looking for money I played this Kevin for longer than I would like to admit. It is very fun It is it is a it is a web based game and it goes on It's not it like you can level up. There's level ups and power ups throughout it So like just a very fun cool vibe coded thing and the last thing I want to say is there's a great podcast You should all listen to to give you some more insight into this now. This one This is this podcast too, but dorkish potel did an interview with Dylan Patel who jensen shattered out in the keynote Dylan Patel runs semi-analysis and semi-analysis kind of does a lot of data and research about the chip world and the And the energy world and all the stuff that kind of matters in the hardware world and in this interview Dylan talks a lot about the bottlenecks may not be energy as much as people think energy is going to be like

20:43There's a lot of conversations around like one-get-go-odges five-get-go-odges Yes, we need space the labs. Okay. Yeah He was saying the bigger bottleneck is more likely going to be the small pieces that have to come together to get these chips Like there's like there's a company called ASMR. I think in the Netherlands That makes just the small piece of all of these kind of processes that have to come together to make the fabs Which is the machine that makes the chip To all of this stuff is this crazy big thing And so there's all these little pieces that could go wrong And so just to be clear like yeah, by the way I mean or graphics cards too right like all this stuff But just you like is a little bit of like in you know Invidia and jensen is here kind of selling the big cell That's a nice little kind of way to kind of look at some of the realistic situation We may be in in the next two to five years when it comes all that I Think it's a bubble. What are your thoughts? Fab are you okay? Are you okay? What did you just have gas was that the bubble the gas? You just mean just being all right just being real. We'll see you all on friday

21:46We have a very special thing that Kevin has been vibe coding that we're gonna We're gonna premiere on friday and maybe have playable at some point right? That's the idea I'm gonna release it open source when anybody can do it Oh great fantastic play a game of doom and then just whisper new enemies and weapons into the game Like I don't know shoot a juicy hamburger at guy fieti Oh All right, okay, I'm can't wait also like and subscribe this video We're gonna come to you twice a week. We're trying to make a little shorter video This will still go up on audio, but like and subscribe But we're very happy you guys are here with us. Thank you so much for watching and we'll see you on friday. Bye bye