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As Nvidia has become a giant in AI hardware, Jensen emphasizes that while hardware is essential for AI training, the real profit centers will emerge from AI applications that require such hardware. An example of this burgeoning ecosystem is Tesla and its breakthroughs in AI, particularly through self-driving technology and humanoid robotics.

## The Unfolding Narrative of Tesla's Innovations

Jensen speaks highly of Tesla, praising Elon Musk's engineering capabilities and the revolutionary advancements seen in Tesla's projects, such as the self-driving technology and the Optimus humanoid robot. His choice of words, describing these components as "world-class" and "revolutionary," marks a significant endorsement and indicates a strong belief in Tesla's direction and future potential.