Nvidia CEO Jensen Huang had some words of wisdom for the guests on the second quantum panel Thursday. "We found a way to one: explain our story in such a way that we didn’t set a bar so high that we couldn’t reach it.

However, at a time when Nvidia is trading at a substantial discount to its all-time high on concerns about macroeconomic growth, questions about the impact from DeepSeek, and some doubts about the return on investment from AI spending, Huang gave a key forecast that should reassure investors in Nvidia and the rest of the AI sector.

Jensen Huang, Nvidia's CEO, envisions companies as 'AI factories' churning out millions of tokens. This is what he's talking about.