Jensen Huang

Founder and chief executive of NVIDIA

Sources

FrameworkArtificial intelligenceLetter located
Coding is a task and innovation is the purpose: automate the task, keep the job
Name the purpose of a job separately from its tasks; automation changes the tasks and leaves the purpose to be done better or worse.
Answering what AI changes about an analyst role, planning a career, or assessing headcount claims in a bank.
From NVIDIA's fiscal 2026 letter from Jensen Huang · Jensen Huang
Company insightArtificial intelligenceLetter located
Inference has overtaken training, and the flywheel runs on tokens
A compute vendor's case is a flywheel from agents to tokens to compute; the buyer's case is the return on that compute, and both have to be read together.
Semiconductor and data-centre coverage, technology investing, and any debate about AI capital spending.
From NVIDIA's fiscal 2026 letter from Jensen Huang · Jensen Huang