NVIDIA's leadership in the field of artificial intelligence is unquestionable. Recently, the company's quarterly financial report revealed that NVIDIA sold AI systems worth $31 billion in the last quarter. Jensen Huang, the company's co-founder and CEO, emphasized the significant applications of AI across various industries during a recent discussion with Wall Street analysts.
During this discussion, Huang mentioned Google's Notebook LM tool, stating that he uses this AI tool "very frequently." Notebook LM is an AI tool that allows users to upload documents, generate summaries of the content, suggest questions for users to ask, engage in conversations about the documents, and convert content into podcast-like audio dialogues. Huang said, "I put every PDF document and archived paper in it, so I can listen to it or quickly skim through it."
In response to analysts' questions about the trend of "inference," Huang expressed his hope that in the future, every company in the world will engage in substantial inference. He pointed out that the true success of AI lies in every company being able to apply inference in areas such as marketing, forecasting, supply chain, legal, and engineering. Huang also cited the example of "Physics AI," mentioning that this model can understand the structural significance of the physical world and can make predictions and short-term forecasts.
Huang has high hopes for this, believing that inference tasks will become a new growth engine for the sales of the company's data center GPU chips. He also noted that the company's latest GPU product, "Blackwell," is progressing well in production and is expected to generate billions of dollars in revenue in the fourth quarter of the fiscal year, which is coming to a close. Huang emphasized, "The production of Blackwell is in full swing, and we will deliver more Blackwell units than previously expected. The supply chain team has performed excellently in collaboration with our supply partners, continuously working to increase Blackwell's output, which will continue to rise next year."
Key Points:
🌟 NVIDIA sold $31 billion worth of AI systems last quarter, showcasing the company's strong performance in the AI sector.
📊 CEO Huang frequently uses Google's Notebook LM tool, which provides users with document summaries and audio dialogue capabilities.
🚀 Huang anticipates that inference tasks will become a new growth area for data center GPU chip sales and revealed that the latest "Blackwell" chip is progressing well in production.
