Nvidia Ceo Jensen Huang Reinforces the Company's Role in the 'Evolving' Ai Trade
Nvidia CEO Jensen Huang has pushed back against concerns about the company's future growth, emphasizing that the evolving AI trade will require more powerful chips like Nvidia's Blackwell GPUs. Shares of Nvidia have been off more than 7% on the year due to worries that cheaper alternatives could disrupt the company's long-term health. Despite initial skepticism, Huang argues that AI models requiring high-performance chips will drive demand for Nvidia's products.
- The shift towards inferencing as a primary use case for AI systems underscores the need for powerful processors like Nvidia's Blackwell GPUs, which are critical to unlocking the full potential of these emerging technologies.
- How will the increasing adoption of DeepSeek-like AI models by major tech companies, such as Amazon and Google, impact the competitive landscape of the AI chip market?