Nvidia ( NVDA -0.75%) has built a dominant position in one of the highest-growth areas around: artificial intelligence (AI) chips. That has helped it generate enormous levels of revenue, for example, $130 billion last year; register quadruple-digit gains in stock price over the past five years; and become one of the most-watched tech companies.

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

Nvidia GTC Keynote ran a little long, but the content is amazing as Nvidia seeks to cement its position as the foundational AI infrastructure company.