Huang says neocloud demand is off the charts and the only gap is working capital, which is scarce because AI demand is so broad.
The demand for the Neoclouds is off the charts. Their capabilities are extraordinary. And so what is missing in the middle is the working capital to fuel that growth, to fund that growth. And because there's just so much demand across so many sectors of AI, there's a scarcity of capital.
All statements by Jensen Huang ›
Jensen Huang says the energy required for AI computing is likely about 1,000 times what is currently available.
The amount of energy that we need for [AI] computing is likely probably 1,000 times more than we currently have
Jensen Huang said Nvidia's revenue per gigawatt rises from about $18B for Hopper to $25B for Grace Blackwell and $40B for Vera Rubin, with productivity improving several-fold each generation.
In the case of Hopper, we were at about $18 billion per gigawatt. For Grace Blackwell, we're about $25 billion per gigawatt. And for Vera Rubin, it's about $40 billion per gigawatt. And the productivity is X factors increase in each generation.
Jensen Huang said customers are racing to adopt the next generation of Nvidia systems as quickly as possible.
And so customers want to race to the next generation as fast as they can.
Jensen Huang says AI agents are transforming how every company works, and that capability and security must advance together.
“AI agents are transforming how every company works, and capability and security must advance together,” said Jensen Huang, founder and CEO of NVIDIA.
Huang says a new industrial revolution is beginning and Europe should produce AI rather than merely consume it to join a thriving AI economy.
We are now at the beginnings of a new industrial revolution. We started [music] the new journey to building a new industry. We're going to have [music] a thriving AI economy here in Europe to be part of this AI economy. You don't want to just be consuming the AI. You want to be producing the AI.