➀ Samsung is re-engineering its HBM chips as revealed at CES; ➁ Hynix has been leading the HBM market with about 50% of the revenues; ➂ The HBM market is expected to be worth about $14 billion last year and grow at a CAGR of ~38% to reach $37.7 billion by 2029.

1. NVIDIA CEO Jensen Huang predicts a future where AI will generate textures and objects in games. 2. Huang mentions the use of AI in neural graphics to generate pixels and frames. 3. The introduction of ACE, an AI technology that creates digital human NPCs capable of interacting with gamers using generative AI.

➀ Jensen Huang, CEO of Nvidia, discusses the immense challenges of building a business, emphasizing the need for knowledge, exceptional people, and resilience against adversity. He highlights the importance of ignorance as a 'superpower' for founders, as it prevents them from realizing the full scope of the challenges ahead. ➁ Huang recounts the growth of Nvidia, noting the significant demand for its microchips in AI technology, which has led to a surge in its stock price and market value. ➂ He acknowledges the pain and suffering involved in building a successful company, suggesting that with his current knowledge, he would hesitate to start a new venture.

➀ Jensen Huang began his career at AMD after graduating with a degree in electrical engineering from Oregon State University; ➁ He furthered his education with a master's degree in electrical engineering from Stanford and held a position at LSI Corporation; ➂ Huang's leadership and technical vision helped Nvidia become a dominant force in computer hardware and gaming; ➃ Nvidia's name is derived from the Latin word 'Invidia,' meaning 'Envy,' reflecting the company's ambitions in the competitive world of graphics and computing technology.

1. Jensen Huang, a prominent tech figure, encouraged Caltech graduates to explore 'zero-billion-dollar markets' as a path to innovation. 2. He emphasized the importance of believing in unconventional and unexplored ideas, guided by informed reasoning. 3. Huang's speech aimed to inspire the next generation of tech leaders to dedicate themselves to making these ideas a reality.