Nomae Developers
NVIDIA GTC Taipei at COMPUTEX
Recorded talkKey talk

During last night's dinner, Jensen took a quick break for a very important TVBS shoutout.

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Summary

Audience concern: whether AI is a short-lived bubble. Jensen counters that the industry has decades of runway because intelligence (and automating cognitive tasks) is fundamentally useful. He cites expanding compute capacity driven by partners (TSMC, SK Hynix, Amkor) as part of enabling that automation. Outcome: sustained multi‑year growth opportunity and a clear personal recommendation to engage and upskill rather than withdraw.

Key technical points

  • Taiwan and its partners (TSMC, SK Hynix, Amkor) are actively scaling compute capacity to serve global demand.
  • The immediate public concern framed: some fear an AI bubble.
  • Jensen's assessment: the AI industry has decades of growth remaining, not a near-term collapse.
  • Core rationale: intelligence is fundamentally useful across applications.
  • We now possess the capability to automate cognitive intelligence (i.e., tasks requiring thinking or judgment).
  • Automating cognitive intelligence creates significant value for many industries and many people.
  • The compute capacity expansion is directly tied to enabling broader deployment of AI capabilities.
  • There is an explicit long time horizon implied for both infrastructure and application development.
  • The recommended personal strategy is to engage with AI rather than avoid it.
  • Practical individual actions recommended: take advantage of the technology and become skilled with it.
  • Framing device for decision-making: consider what advice you would give your children about engaging with AI.
  • The closing emphasis is on elevating oneself and one’s craft through adoption and mastery of AI tools.
Engineering relevance

Implications for engineers: anticipate long-term, growing demand for compute and AI-enabled systems rather than a short bubble; plan architectures and roadmaps that leverage increasing compute availability; prioritize delivering practical automation of cognitive tasks that produce measurable value; invest in building team skills and tooling to integrate AI capabilities into products; treat AI engagement as a strategic, multi-year commitment rather than a temporary trend.

Japan relevance

For engineers and teams in Japan: the statements imply continued regional demand for semiconductor and compute resources, so strengthen cooperation with East Asian supply-chain partners and plan for scalable compute requirements. The long runway for AI suggests prioritizing workforce upskilling on cognitive automation and embedding AI into product roadmaps across industries. The recommended mindset—engage, learn, and elevate your craft—supports national competitiveness by converting infrastructure growth into practical, industry-specific deployments rather than retreating from the technology.

Full transcript

Transcript

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Good evening, Jensen. It's so great to have you back in Taiwan. >> First of all, hey everybody, say hi to Ting Ting. >> Hi. >> We're on broadcast TV. Say hi. Taiwan is so busy because TSMC, SK Hynix, Amkor, all of my partners, all of us are are involved in creating more compute for the world. >> As for those who fear the AI bubble, what do you have to say to them? >> The overall industry has decades to go. And the reason for that is we know this. Intelligence is fundamentally useful. We now have the ability to automate cognitive intelligence. Of course, that's of great value to a lot of different industries and many people. We have many, many years of growth to go. One good way to ask yourself, what should I do? Is to ask yourself, what would I advise my children to do? We would all advise our children not to let AI leave us behind, but to engage AI. Take advantage of the technology, become good at it, and elevate yourself, elevate your craft.