Jensen Huang Sees No End To The Billions Of Dollars Being Spent On NVIDIA

Jensen Huang is betting companies will continue to spend billions of dollars with Nvidia. His confidence rests on two key reasons — though investors may need extra convincing. Kickstarting Nvidia's annual GTC conference in a San Jose arena on Tuesday — a developer bash now dubbed the Super Bowl of AI — the billionaire CEO pointed to powerful new chips and Nvidia's role in the industry's shift to inference, which is when AI performs tasks, as future demand drivers.Huang's big reveal was a new generation of Rubin chips, known as GPUs, that are expected to land next year and serve as a successor to the Blackwell and Hopper lines that have had the likes of Elon Musk, Sam Altman, and Mark Zuckerberg queuing up.For context, an ultra version of Rubin — set for a release in the second of 2027 — would have 14 times the performance of an ultra version of Blackwell, which is expected to be released in the second half of this year. Huang promised further advances through 2028 by teasing a line of chips named after the physicist Richard Feynman. If such trends continue, these chips are expected to blow Rubin's performance out of the water once they arrive.That's certainly one way of keeping customers with deep pockets coming back.But after Nvidia suffered a $600 billion market capitalization loss in a single day in January following panic over DeepSeek, Huang was ready to offer another reason for why demand would stay — and it was a simple one. This is where almost the entire world got it wrong, Huang said during his GTC keynote, addressing the market's negative reactions to Nvidia after DeepSeek revealed a model that appeared to power its reasoning abilities in a phase called inference with fewer chips.The amount of computation we need at this point as a result agentic AI, as a result of reasoning, is easily a 100 times more than we thought we needed this time last year, Huang added.Agentic AI for the Enterprise | Inbound and Outbound AI Voice AgentsI’ve partnered with DBC Technologies and I am now consulting with companies who are interested in automating inbound and outbound messaging with AI Voice Agents.Web AI Chatbots, Inbound / Outbound AI Voice Agents, AI Marketing & ConsultingIf you are interested in AI Voice Agents for your business or organization message me.Thats all for today, but AI is moving fast - subscribe and follow for more Neural News. Get full access to Neural News Network at remunerationlabs.substack.com/subscribe