Nvidia CEO Highlights Surge in AI Computing Demand, Shares Rise

“We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.

Nvidia CEO Jensen Huang Reports Substantial Increase in AI Computing Demand

Nvidia CEO Jensen Huang revealed on CNBC’s “Squawk Box” that the demand for AI computing has surged significantly over the past year, particularly in the last six months. This growth is attributed to the evolution of AI models from simple question-answering systems to sophisticated reasoning engines requiring vast computational resources. !-- wp:paragraph --> “This year, particularly the last six months, demand of computing has gone up substantially,” Huang explained, highlighting the rapid acceleration in AI workloads. !-- wp:paragraph -->

Exponential Growth in AI Computing and Demand

Huang emphasized that AI reasoning models are consuming exponentially increasing amounts of computing power. Simultaneously, demand for these models is growing at an exponential rate due to their superior performance and applications. !-- wp:paragraph -->

“The AIs are smart enough that everybody wants to use it. We now have two exponentials happening at the same time,” Huang stated.

Nvidia’s latest GPU, Blackwell, is experiencing exceptionally high demand, signaling the start of what Huang describes as a new industrial revolution driven by AI technology. !-- wp:paragraph -->

Massive Investments in AI Data Center Infrastructure

Last month, Nvidia announced a $100 billion commitment towards OpenAI’s data center expansion. OpenAI plans to build data centers capable of delivering 10 gigawatts of power using Nvidia chips, a scale comparable to the annual electricity consumption of 8 million U.S. households or New York City’s peak summer demand. !-- wp:paragraph --> This unprecedented scale raises concerns about the ability of AI companies to secure sufficient power supply to support their ambitions. !-- wp:paragraph -->

Global AI Race: U.S. vs. China in Energy and Infrastructure

When asked about the global AI race, Huang noted that the U.S. maintains a slight lead over China. However, he acknowledged that Beijing is rapidly advancing its energy infrastructure to support AI development at a faster pace. !-- wp:paragraph -->

“China is way ahead on energy,” Huang remarked, underscoring the competitive dynamics in powering AI growth.

Strategies for Sustainable AI Energy Consumption

Huang stressed the need for AI data centers to develop independent power generation capabilities beyond the traditional electric grid. He advocated for utilizing natural gas and exploring nuclear power to meet rising demand while protecting consumers from escalating electricity costs. !-- wp:paragraph --> “We should invest in just about every possible way of generating energy,” Huang said. “Data center self-generated power could move a lot faster than putting it on the grid and we have to do that.” !-- wp:paragraph -->

FinOracleAI — Market View

Nvidia’s CEO Jensen Huang highlights a transformative surge in AI computing demand fueled by advanced reasoning models and significant infrastructure investments. This trend underscores Nvidia’s pivotal role in powering the next phase of the AI industrial revolution. !-- wp:paragraph -->

• Opportunities: Expansion of AI applications, increased GPU sales, strategic partnerships like OpenAI investment, and leadership in AI infrastructure.
• Risks: Energy supply constraints, rising operational costs, intensifying U.S.-China competition in AI capabilities and infrastructure.
• Market Impact: Positive, driven by strong demand and Nvidia’s strategic positioning in AI hardware and data center growth.

Impact: Nvidia’s robust demand growth and infrastructure commitments bolster its market leadership, signaling sustained investor confidence amid accelerating AI adoption globally.