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NVIDIA
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person
Jensen Huang
CEO of NVIDIA who introduced the H100
evidence → authored by
13
Accelerated computing and generative AI have reached a tipping point with demand
An architecture named after physicist Richard Feynman is expected in 2028.
Blackwell achieved billions of dollars in sales in its first quarter, ramping at
Blackwell is in full-scale production.
Blackwell sales were exceptionally strong and cloud GPUs were sold out.
Compute demand is accelerating and compounding across both training and inferenc
Cumulative AI-infrastructure revenue visibility for 2025 through 2027 exceeds $1
Demand for the Blackwell GPU architecture is amazing because reasoning AI added
Global demand for NVIDIA's AI infrastructure is incredibly strong.
Jensen Huang laid out a plan to release new data-center chip architectures on an
Rubin Ultra is expected to arrive in 2027.
The H100 represents a major leap for AI and high-performance computing over the
The next-generation Vera Rubin GPU architecture is expected in 2026.
result → about
1
Trump said he initially sought a 20% cut and Jensen Huang negotiated it down to
leads → company
1
NVIDIA
revenue visibility → reported by
1
$1T AI-infrastructure revenue visibility 2025-2027
Jensen Huang — NVIDIA