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.

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.

Nvidia founder Jensen Huang kicked off the company’s artificial intelligence developer conference, on Tuesday by telling a crowd of thousands that AI is going through “an inflection point.”