Jensen Huang, CEO of Nvidia, came forward to reassure investors, saying that the artificial intelligence (AI) boom among large cloud companies, 'hyperscalers,' shows no signs of ending.
On the 2nd (local time), market specialist media Barchart reported that CEO Huang dismissed some investors' concerns that massive data center investments by big tech companies such as Microsoft (MS), Amazon, and Alphabet would eventually peak, potentially dampening Nvidia's growth momentum, saying "The boom is just the beginning."
In the earnings call, CEO Huang said that demand for building AI computing systems is accelerating across corporations, governments, startups, and hyperscalers in general, and stated "AI has already passed an inflection point. Now computing power is revenue in itself."
He also emphasized that AI infrastructure construction is accelerating and that the next-generation platform 'Vera Rubin' was created for this purpose.
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It seems like the market is in a wait-and-see mode, but I think the war should end first before that.
I moved the previous post because I made a wrong selection of the board.
https://damoang.net/free/7223685
▶ Original source: https://news.nate.com/view/20260902n28024?mid=n0307
