This article analyzes the exchange content of Yingweida CEO Huang Renxun recently with Wall Street analysts, focusing on its interpretation of the future development trend of artificial intelligence and the strategic layout of Nvidia in the AI field. Huang Renxun emphasized the importance of AI reasoning in various industries and predicts that it will become a new growth point for the sales of Nvidia Data Center GPU chips. At the same time, he also shared the experience of personal use of Google Notebook LM tools, and revealed the progress of Nvida's latest GPU product Blackwell's production progress. It is expected to bring billions of dollars in revenue in the fourth quarter of the fiscal year. Through the interpretation of this information, we can learn more deeply about Nvidia's strategic direction and future development planning in the AI field.
Nvidia sold a $ 31 billion AI system in the previous quarter, showing its strong strength in the AI field. Huang Renxun's emphasis on AI reasoning and confidence in the Blackwell chip all indicate that Nvidia will continue to maintain its leading position in the AI field. In the future, the widespread application of AI reasoning will profoundly change all walks of life, and Nvidia, as a leader in the field of AI hardware, will play a key role in this wave.