Generative AI is transforming the traditional computing stack, according to Nvidia CEO Jensen Huang, and it will one day form the core in a new era of software.
Generative AI is transforming the traditional computing stack, according to Nvidia CEO Jensen Huang, who says it will eventually form the core in a new era of software development.
Speaking with BlackRock CEO Larry Fink at the World Economic Forum (WEF) in Davos, Huang compared the impact of AI on modern computing to the advent of the web, the personal computing boom, and cloud computing.
“It’s helpful to reason back to the first principles of fundamentally what is happening to the computing stack. This is a platform shift,” he said.
“New applications were developed to run on a new type of computer. [With the] platform shift to the internet, a new type of computing platform hosted all kinds of new applications.”
With each of these transformations, Huang noted, the “computing stack was reinvented and new applications were created”.
Generative AI essentially marks the latest step on this evolutionary path, with Huang noting that ChatGPT and Anthropic’s Claude chatbot will be the tip of the spear that delivers new applications and tools in the future.
“New applications will be built on top of ChatGPT,” he added. “New applications will be built on top of Anthropic Claude, for example. So it’s a platform shift in that way.”
Later in his conversation with Fink, Huang noted that AI is “really easy to understand” when looking at the technology through this prism.
AI is helping redefine not only what constitutes modern software, but how it’s built, as enterprises flock to the technology to transform processes and streamline operations.
Analysis from Bain & Company shows AI is already transforming areas such as software as a service, with the arrival of agentic AI further bolstering efficiency improvements and speeding up development.
