NVIDIA Corporation (NVDA.US) "turning the head of the cow"? Huang Renxun optimistic predict: AI brings trillion-dollar business opportunities.

NVIDIA Corporation (NVDA.US) CEO Jensen Huang said on Wednesday that a trillion-dollar universal data center will be modernized to accelerate computing. Huang said, "Regardless, this situation will happen" when discussing the data center market. Huang spoke at the Goldman Sachs Group, Inc. Communication and Technology Conference on Wednesday and answered questions about the data center market and artificial intelligence (AI) growth. "We are in the midst of a computing revolution and, amazingly, with the emergence of this new type of software called generative artificial intelligence, the first trillion-dollar investment in data centers will accelerate. Because generative artificial intelligence is not just a tool, it is also a skill... That's why a new industry has been created," Huang said. Huang noted that people believe artificial intelligence will surpass the $1 trillion data center and IT field, entering the skills field, such as digital assembly line workers (Siasun Robot & Automation) and digital customer service (chat Siasun Robot & Automation). Huang added that 'densification' of computing will occur. NVIDIA Corporation hopes to compress large data centers into a smaller area since data centers scattered across large areas are inefficient. Regarding NVIDIA Corporation's new Blackwell chip system and innovation pace, Huang said: "We have 7 different kinds of chips that all contribute to performance, so we can innovate and bring better AI products to market every year than the previous generation." About the delivery of Blackwell, Huang said that Blackwell is in full production, with shipments expected in the fourth quarter, to be expanded in the fourth quarter and next year. "Demand is very strong, everyone wants to be the first to receive it, everyone wants to receive the most products," Huang said. Furthermore, Huang said the productivity gains from AI are incredible. Regarding NVIDIA Corporation's own use of AI, Huang said, "Today, there is not a single software engineer in our company who does not use a code generator." He added, "The era of every line of code being written by a software engineer is over." Huang said that in the future, every software engineer in the company will have a digital engineer working alongside them around the clock. Huang also tried to alleviate concerns regarding the Asian supply chain. He said the company is trying to achieve design diversification in every way possible, adding, "We have enough intellectual property that if we have to move from one foundry to another, we have the ability to do so. Perhaps the process technology is not as good, perhaps we will not be able to achieve the same level of performance or cost, but we will be able to provide supply." Boosted by Huang's optimistic comments, NVIDIA Corporation rose 8.15% on Wednesday, leading to a V-shaped rebound in major US stock indices. Despite recent volatility, NVIDIA Corporation's stock price has risen 136% year-to-date and nearly 500% over the past 12 months.