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Jensen Huang: 'compute is revenue', and an agent needs 15 to 100 times the compute of a human using the same model
On the August 26 earnings call Huang said 'AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue,' and dismissed the AGI debate as 'kind of senseless' in favor of whether AI does profitable work. His agentic-AI number is the one builders should hold onto: 'the amount of compute necessary for an agent versus a human using it is probably 15 to 100 times.' Nvidia posted record revenue of $96.2B, up 106% year over year with data center up 117%, guided next quarter to $108B while still supply constrained, and Huang forecast about 70% fiscal 2028 revenue growth.
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