This is John Batchel, a conversation with my colleague and guide, Chris Wrigal of Scala.com, about what I watched in California, a presentation by the CEO and the guru of Envidia, Jensen Wong.

Chris was there. I watched it on video to our presentation, lots of graphics, lots of little movies inside.

However, it comes down to language I don't follow, so I asked Chris, what am I seeing? What are they telling us?

Turns out what they're telling us is they just made a leap into the future and it's here.

Moore's Law, Chris explains. It's been broken to the upside. Chris explains what that means and what it will mean. We have AI now. We have

Blackwell, the chip that Nvidia has at the high end, but there are higher end chips than that. There's one called

Vira Rubin. There's one called Feynman. There's more to come faster and faster. The payoff?

Human-like thinking. There's a language for it, but it's a reasoning power that doesn't now exist

in AI. Or if it exists,

we're not seeing it commercially yet, much faster, much smaller, much more able to reason.

More of this now and in future. Here's Chris. Basically what he was telling you and being very modest

about it is that Nvidia is breaking Moore's law and they're breaking Moore's law to the upside.

Instead of technology reducing by 50% and doubling in speed every 18 months.

They're increasing by a factor of 10 and reducing by a factor of 10 in every two years.

It's really breakthrough things that are happening to accelerate this compute power and then all of the people in industry looking at what you can do with all this amazing power.