Part 3/15:
During the dot-com bubble, the internet was mostly an unprofitable collection of ideas, with investments driven by speculation. However, according to Jensen Huang, the CEO of NVIDIA — a key architect in this revolution — this time is different. Speaking at Sequoia Capital, Huang emphasized that the current AI boom isn't just speculation but the "industrialization" of intelligence. He refers to the rise of AI factories—massive data centers dedicated to manufacturing AI capabilities—marking the start of a new economic cycle with potential to redefine productivity for decades to come.