In a recent interview, NVIDIA's CEO, Jensen Huang, discussed the company's future prospects and technological trends. He mentioned that NVIDIA is currently facing a significant market opportunity, which is entirely different from the dot-com bubble era of the past. He emphasized that NVIDIA is "reshaping computing," and the future will be an era of "highly machine learning."
Huang also stated that Moore's Law, a well-known rule, has come to an end. To meet the demands of future computing-intensive software, existing data centers may need approximately $1 trillion worth of GPUs for modernization upgrades within the next four to five years. This viewpoint has undoubtedly sparked widespread attention, especially in today's world where computing power is increasingly important.
Additionally, the interview featured a notable segment where Huang praised Tesla and xAI CEO Elon Musk. He described Musk's capabilities as "superhuman," particularly in building and integrating large systems. He mentioned that xAI built an AI training cluster named Colossus, equipped with an astonishing 100,000 NVIDIA H100 GPUs, in just 19 days, setting a new industry record.
Image source: Generated by AI, authorized by Midjourney
Huang said, "xAI accomplished in 19 days what others would take a year to do, something never achieved before. That's superhuman, and there's only one person in the world who can do it, and that's Elon Musk. His understanding in engineering, construction, large systems, and resource allocation is unparalleled."
It's worth noting that NVIDIA's latest Blackwell GPU is already sold out within the next 12 months, showing "insane" demand for these chips. This is also a significant reason why NVIDIA's stock price is close to its all-time high, currently just a step away from the peak of $140.76.
Key Points:
1. 🚀 **NVIDIA CEO Jensen Huang says the company faces a huge market opportunity, and the future will be an era of "highly machine learning."**
2. 💰 **He believes Moore's Law has ended, and existing data centers need to invest about $1 trillion in GPUs in the next 4-5 years.**
3. 🌟 **Huang highly praises Elon Musk, describing his capabilities in engineering and resource integration as "superhuman."**