At the 2025 NVIDIA annual conference, Jensen Huang stood at the center of the stage, showcasing NVIDIA's latest breakthroughs in AI technology to a global audience. From revolutionary AI chips to platforms developed specifically for Artificial General Intelligence (AGI), NVIDIA is driving AI development at an unprecedented pace. Almost simultaneously, Elon Musk made bold predictions about the future of AI on social media, suggesting that AGI will disrupt human society's understanding in the coming years. This collision of wisdom across the conference venue and digital space is not only a feast of technological exchange but also signifies an unprecedented transformation on the horizon of the AI era.
Jensen Huang: A Technological Pioneer and Leader of the Computing Revolution
Jensen Huang is renowned worldwide for his contributions to the field of graphics processing units (GPUs). As the helm of NVIDIA, he has not only made GPUs the core technology for image rendering but has also expanded their application to AI computing, scientific research, autonomous driving, and healthcare, becoming the cornerstone of modern AI development.
The Key Role of GPU Technology
Huang redefined GPUs as "engines for accelerated computing." He has mentioned in various public forums that the parallel computing capabilities of GPUs make them particularly effective in training deep learning models. For instance, NVIDIA's A100 and H100 GPUs have become the preferred hardware for top AI research institutions and companies worldwide, accelerating the development and deployment of large language models like ChatGPT.
At the 2025 CES, Huang made an important point: "The next frontier for AI is the physical world." He believes that while current large models have achieved significant breakthroughs in virtual intelligence applications, applying AI to robotics, autonomous driving, and industrial automation is the true real-world scenario for "general AI."
Challenges of Artificial General Intelligence
Huang pointed out at the Stanford University Economic Forum that despite the rapid development of current AI technology, achieving Artificial General Intelligence (AGI) still faces many challenges. He stated, "We are still far from the goal of AGI, especially in complex reasoning, multi-step decision-making, and emotional interaction." However, Huang is optimistic that through continuous improvements in computing power and algorithm optimization, we may see the emergence of AGI within the next decade.
Elon Musk: Cross-Industry Innovation and Visions for AI's Future
In contrast to Huang's focus on hardware and computing ecosystems, Elon Musk is more concerned with the application of AI in the real world and its ethical constraints. He is one of the founding members of OpenAI and the founder of xAI, dedicated to researching "how to make AI understand the universe."
The Transition from OpenAI to xAI
As early as 2015, Musk co-founded OpenAI with the goal of ensuring the safe development of AI technology. However, as OpenAI shifted towards commercialization, Musk chose to leave and founded xAI, focusing on AI research that is closer to science and philosophy. He has mentioned on several occasions that xAI's goal is "to make AI understand humanity while helping humanity better understand the world."
Musk also extensively uses AI technology in Tesla and SpaceX. Tesla's FSD (Full Self-Driving) system relies on real-time environmental perception and deep learning models, while SpaceX's Falcon rockets and Starship projects utilize AI to optimize launch and recovery processes.
Radical Expectations for AGI
Musk holds an optimistic view on the timeline for achieving AGI. He has predicted that AI could surpass human general intelligence by 2029. This perspective is based on the recent leaps in AI technology, such as the release of large models like GPT-4 and o1 by OpenAI, which he believes signify that the path to AGI has already begun.
At the same time, Musk remains vigilant about the potential risks of AI. He has publicly warned that unregulated AGI could lead to uncontrollable social consequences. He advocates for the establishment of a global AI regulatory framework to ensure that AI development benefits all of humanity.
The Intersection of Two Giants: AI Hardware and Real-World Data
Collaboration Between NVIDIA and Tesla
The collaboration between Huang and Musk can be traced back to Tesla's early autonomous driving technology. NVIDIA's GPUs and Drive platform provided powerful computational support for Tesla's autonomous driving system. Although Tesla later developed its own FSD chip, the two companies continue to maintain close interactions in the AI field.
Huang has publicly praised Musk's contributions to AI, stating that he is "at the forefront of collecting and applying real-world data." He specifically mentioned that Tesla's large fleet generates millions of hours of driving data daily, providing unparalleled resources for training more accurate autonomous driving models.
Optimus Humanoid Robot Program
During Tesla's AI Day event, Musk showcased the latest advancements of the Optimus humanoid robot. This robot uses the same AI architecture as Tesla's autonomous driving, aimed at performing repetitive tasks that humans cannot or do not want to complete. Huang commented on this, saying, "Robots are the perfect combination of AI and the physical world; they will redefine future productivity."
Artificial General Intelligence: Cooperation and Divergence
Although the two giants share a consensus on promoting AGI, they have differing views on the paths and timelines for achieving it.
- Huang's Cautious Attitude
- He believes that AGI needs to address complex issues such as multi-domain knowledge integration, multi-step reasoning, and emotional interaction. These tasks require not only stronger computing power but also breakthroughs in existing algorithms. Musk's Optimistic Expectations
In contrast, Musk tends to believe that technological progress will advance at an exponential rate. He firmly believes that current large language models and deep learning algorithms have laid the foundation for AGI, with significant breakthroughs expected in the coming years. Although the viewpoints of the two giants differ, they are not contradictory. Their divergence reflects the diverse perspectives within the industry regarding the development of AGI.
Insights and Outlook
The Profound Impact of AI on Society
The work of Huang and Musk has not only transformed the technology sector but has also had a profound impact on society. Huang, by promoting the AI computing ecosystem, has indirectly influenced various fields such as education, healthcare, and industry. Meanwhile, Musk seeks to explore how AI can better serve humanity through Tesla's autonomous driving technology and the foundational research of xAI.
Global Collaboration and Competition
As AI technology rapidly advances, competition among global tech companies and nations is intensifying. The collaboration between Huang and Musk demonstrates the importance of cross-company cooperation, while their concerns about AI risks remind us that establishing a reasonable regulatory framework is essential.
Conclusion
The story of Jensen Huang and Elon Musk serves as a mirror to today's AI industry. Their cooperation and divergence not only reflect the complexity of technological development but also showcase the infinite possibilities of humanity in exploring the unknown. In the future, whether it is the realization of Artificial General Intelligence or the widespread application of AI across various industries, the efforts of these outstanding leaders will make it even more exciting. For every practitioner and enthusiast interested in AI, the story of Huang and Musk is not only a microcosm of industry development but also an important window for understanding the future direction of AI.
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