黄仁勋认为英伟达芯片是耐用、可转让且有生产力的资产，能够保值，并以 H100 租赁价格上涨为据，主张其可作为可融资资产。
黄仁勋认为，英伟达芯片之所以能保值，是因为它们是有生产力、耐用且可在客户之间转让的资产。他指出，英伟达较老的 H100 芯片租赁价格在 2025 年 10 月至 2026 年 3 月间实际上上涨了。原文 (en)
Huang argues that Nvidia's chips retain their value because they're productive, durable assets that can be transferred from one customer to another. Huang pointed out that rental prices for Nvidia's older H100 chips actually increased between Oct. 2025 and March 2026.
黄仁勋称，AI 计算所需的能源可能是目前可用能源的约 1,000 倍。
AI 计算所需的能源量很可能是我们目前所拥有能源的 1,000 倍。原文 (en)
The amount of energy that we need for [AI] computing is likely probably 1,000 times more than we currently have
黄仁勋称，英伟达每吉瓦对应的收入从 Hopper 的约 180 亿美元升至 Grace Blackwell 的 250 亿美元和 Vera Rubin 的 400 亿美元，且每代生产力成倍提升。
就 Hopper 而言，每吉瓦约为 180 亿美元；Grace Blackwell 每吉瓦约为 250 亿美元；Vera Rubin 每吉瓦约为 400 亿美元。而且每一代的生产力都有数倍的提升。原文 (en)
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.
黄仁勋表示，客户都在竭力尽快升级到下一代英伟达系统。
因此客户希望尽可能快地抢先升级到下一代产品。原文 (en)
And so customers want to race to the next generation as fast as they can.
黄仁勋表示 AI 智能体正在改变每家公司的工作方式，能力与安全必须同步发展。
“AI 智能体正在改变每家公司的工作方式，能力与安全必须同步推进。”原文 (en)
“AI agents are transforming how every company works, and capability and security must advance together,” said Jensen Huang, founder and CEO of NVIDIA.
黄仁勋称新工业革命刚刚开始，欧洲要想融入繁荣的AI经济，就应当生产AI而不只是消费AI。
我们正处于新工业革命的开端。我们开启了建设一个新产业的新旅程。欧洲将会拥有一个繁荣的AI经济，要成为这个AI经济的一部分，你不能只是消费AI，而要生产AI。原文 (en)
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.