‘This is a platform shift’: Jensen Huang says the traditional computing stack will never look the same because of AI

‘This is a platform shift’ — Jensen Huang on the AI computing stack

Nvidia CEO Jensen Huang compares AI’s impact on computing to the internet and cloud — a fundamental platform shift.

“This is a platform shift” — new applications built for a new computing environment.
“New applications will be built on top of ChatGPT” and “on top of Anthropic Claude.”
Past software was “effectively pre-recorded”; AI is “processed in real-time” — users describe tasks naturally instead of supplying structured data.
AI as a five-layer cake: energy (foundation) → chips/compute → cloud services → AI models → application layer.
Model performance has outpaced application development; the application layer (finance, healthcare, manufacturing) is where real economic value emerges.

Source: itpro.com — Ross Kelly, IT Pro, 2026-01-21