Huang describes three long-term shifts that he believes will power Nvidia’s growth. First is the movement of traditional, non-AI software—like engineering simulations and data science—away from CPUs and towards Nvidia’s accelerated computing platforms. The second shift involves the rise of entirely new AI-native tools, including coding assistants that transform how developers work. Finally, he envisions AI expanding beyond digital applications, moving into the physical world through cars, robots, and other autonomous machines.