NVIDIA CEO: Capital expenditure in the field of artificial intelligence is reasonable and sustainable.

NVIDIA CEO Huang Renxun said in response to market concerns about high customer spending in the data center field, the current level of investment is reasonable and sustainable. Huang Renxun said on Friday that the construction of artificial intelligence infrastructure will continue for seven to eight years, and the demand in the field of artificial intelligence is "astonishingly high." "Artificial intelligence has practical application value and performance is getting stronger," Huang Renxun said, "the popularity of this technology has reached a very high level." Huang Renxun believes that artificial intelligence technology has brought real benefits to its users, and if these companies have more data centers, their performance will improve even further. He is not concerned about potential overcapacity in the tech industry. Unlike the first wave of internet infrastructure development, there is no idle capacity in the current artificial intelligence field. He also mentioned that companies like Anthropic and OpenAI have achieved profitable revenue through their artificial intelligence businesses.