Robots will be integrated into daily life globally within 5 years! Jen-Hsun Huang from NVIDIA: Physical AI will be the key to the next generation of industries, and AI factories will lead to an explosion of blue-collar job vacancies.

NVIDIA CEO Jen-Hsun Huang delivered a speech on May 5, thoroughly analyzing how AI is reshaping the modern economy, industrial structure, and job market. He used the core metaphor of "AI factories" to discuss everything from the underlying technology to policies, even pointing out the "challenges of labor transformation" that the world must face.

Three-layer Structure Deconstructing AI: From Technology, Factory to Application

Jen-Hsun Huang stated that AI is bringing about an industrial revolution similar to the "birth of electricity," which can be broken down into three levels:

Technology: AI is no longer traditional software written by humans, but rather generates intelligent products that can be converted into text, images, proteins, structures, etc. through supercomputers and massive amounts of electricity (Intelligent Tokens)

AI Factory: These supercomputers that operate AI are actually "AI factories," continuously producing intelligent content every day.

Applications: AI will permeate all industries, including education, healthcare, finance, supply chain, and manufacturing, just like electricity permeated various sectors in the past.

AI will coexist with traditional factories: every company must operate on a "dual track."

In the future, companies will not only manufacture physical products but also operate an "AI factory":

"For example, companies that make lawn mowers or excavators will have to produce the AI control systems for those machines in the future," said Jen-Hsun Huang.

AI's three stages of evolution: from perception to generation, and then into reasoning and robotics.

Jen-Hsun Huang divides the development of AI into three stages:

Perception AI (: Since 2012, it started with image recognition, for example, computers can understand information such as images, sounds, and temperature.

Generative AI ): Enables AI to translate languages, convert to images, videos, etc., "understand and produce"

Reasoning AI (: Entering the stage of "capable of solving unknown problems," the emergence of AI agents with autonomous capabilities ) Agentic AI (.

These AI Agents can integrate tools and perform tasks, becoming "digital employees" within the enterprise, with the IT department in the future resembling the "HR of AI employees."

The next wave is "physical AI": understanding common sense, understanding physics, and being able to act intelligently.

The AI that truly has the potential to change large industries is the one that "understands the physical laws of the real world."

Understanding that objects do not pass through tables, balls fall, and items have inertia.

The concept of "object permanence" ) For example: A dog knows the ball hasn't disappeared, it's just rolled to the other side of the table (

"When AI has this physical knowledge, integrating it into robots will create the next generation of 'physical AI robots'."

These AI robots will become the main players in new factories and logistics systems, addressing the global labor shortage problem.

Who can dominate this AI game? The key lies in "energy, talent, and application speed."

Jen-Hsun Huang pointed out that if the United States wants to win in the global AI race, it must master three major resources:

Talent ) Intellectual Capital (: Currently, about half of the global AI researchers come from China.

Electricity )Energy(: The essence of an AI factory is to "convert electricity into intelligent products"; energy is the raw material for production.

Application ): The winner will be the "country that applies new technology the fastest"

AI revitalizes old industries! New factories create a large number of blue-collar job vacancies.

A 1GW AI factory costs as much as 60 billion dollars, equivalent to Boeing's entire annual revenue.

Building a factory requires traditional workers such as electricians, plumbers, rebar workers, and pipeline workers.

The bottleneck for future growth is no longer software engineers, but a shortage of technical workers.

Jen-Hsun Huang stated: "We need to re-respect and cultivate these traditional technical professions."

It's not AI taking your job, it's the people who use AI that are taking your job.

He emphasized: "Some jobs will disappear, some will be newly created, but every job will be changed." For example:

Software engineers are now using AI agents to boost productivity.

The overall output and revenue of the company have increased, naturally creating more job opportunities.

AI is not a threat; the real risk is falling behind others in the speed of using AI.

Digital Twin Technology: Factories first build a virtual version, and only after testing is successful do they proceed with physical construction.

Jen-Hsun Huang emphasized that NVIDIA itself designs chips using "digital twin" technology:

All chips will undergo digital simulation and verification before physical manufacturing.

He urged that before building factories in various places, a "digital factory" should be established first to significantly reduce costs and errors.

In the future, every person, every city, and every factory will have a "digital twin" to manage and simulate.

How long until robots become part of daily life? Jen-Hsun Huang: Popularization within 5 years.

Although it took 10 years for self-driving cars to really hit the road, Jen-Hsun Huang believes robots will get there faster:

Because it can be restricted to operate within a fixed space such as ( storage or factory ), the demand does not need to be as complex as that of self-driving cars.

It is estimated that "within 5 years" it will be mass-produced and integrated into daily life and workplaces.

In the end, he earnestly reminded everyone:

"This is not a 60-minute game; this is an infinite game without an end (Infinite Game)."

This article discusses how robots will become part of everyday life globally within 5 years! Jen-Hsun Huang from NVIDIA states that physical AI will be the key to the next generation of industries, and AI factories will lead to an explosion of blue-collar job vacancies. This was first reported by Chain News ABMedia.