Compute demand is accelerating and compounding across both training and inferenc

Details

as of

2025-11-19

confidence

high

statement

Compute demand is accelerating and compounding across both training and inference.

about → company1

• NVIDIA

about → market1

• Data Center business

authored by → person1

• Jensen Huang

evidence → supports1

• Blackwell sales were exceptionally strong and cloud GPUs were sold out.