NVIDIA CEO Jensen Huang: The Past 40 Years Were the Era of Software Engineers, Now It's Time for Mechanical Engineers to Lead
This statement emphasizes the importance of physical world infrastructure in the AI era.
The explosive demand for AI hardware has brought attention to suppliers (mechanical and hardware engineers), while the transition from a software-dominated era accelerates funding towards robotics, data centers, and manufacturing.
Source: Public Information
ABAB AI Insight
Jensen Huang, as the leader of AI hardware, continues to emphasize full-stack computing and physical AI, similar to his previous optimism about robotics and embodied intelligence, reflecting NVIDIA's strategy of expanding from GPUs to broader physical computing.
In terms of capital flow, NVIDIA is highlighting mechanical engineers to drive supply chain and hardware innovation, directing resources towards data centers, robotics, and other fields, motivated by capturing the next wave of growth in AI infrastructure.
The trend of migration from software to hardware/physical world is evident, with the AI industry currently transitioning from pure software to a combination of software and hardware. Huang's statement reinforces industry consensus. Essentially, this represents a technological replacement and a shift in industrial focus, where the reliance of AI training and inference on physical infrastructure deepens, shifting pricing power to companies that possess hardware and engineering capabilities, driving capital from software services to advanced manufacturing.
ABAB News · Cognitive Law
Software has dominated the world for forty years; mechanical engineering will lay the foundation for the next round.
AI requires computing power, but more importantly, physical carriers, with a shift in the role of engineers.
When Jensen Huang speaks, the spring of hardware has arrived.