TLDR
- Nvidia CEO Jensen Huang confirmed AI model growth is sharply increasing global demand for computing power.
- Huang said AI models are expanding by an order of magnitude each year, driving higher GPU consumption.
- Nvidia’s Rubin and Vera chips are in full production and remain on schedule, according to Huang.
- The new chips will deliver five times higher AI computing performance than previous Nvidia models.
- Huang stated faster computing determines leadership in the AI race, framing AI progress as a computing challenge.
Nvidia CEO Jensen Huang has confirmed that soaring AI model complexity is driving a massive spike in computing demand. During a live Nvidia event in Las Vegas, Huang outlined the growing competition across the AI sector and emphasized the company’s focus on advanced chip production to stay ahead.
Nvidia CEO Confirms Rapid AI Growth and Next-Generation Chip Rollout
Jensen Huang said AI models are expanding at an “order of magnitude” each year, which is rapidly increasing computing needs. He explained that the demand for Nvidia’s GPUs has grown sharply, as companies compete to reach the next frontier. “The amount of computation necessary for AI is skyrocketing,” Huang stated, highlighting that faster computing directly impacts how quickly companies can innovate.
He confirmed that Nvidia’s next-generation Rubin and Vera chips are now in full production and remain on schedule. These chips, built to work together, will deliver five times the performance of the previous generation in AI tasks. Huang said the company designed them specifically to meet current and future computing demands, as AI model sizes continue to multiply each year.
During the event, Huang described the competitive nature of the AI race, where faster computation determines who leads in innovation. “Everybody’s trying to get to the next level and somebody is getting there,” he added, framing the challenge as a technical one. Nvidia’s development strategy continues to align with AI’s growing infrastructure demands, positioning the firm to support both commercial and research applications.
Nvidia Balanced Global Chip Deals and U.S. Controls
Throughout last year, Nvidia’s dominance in AI hardware continued to evolve through key partnerships and government-imposed restrictions. As previously reported, Arm Holdings announced plans to integrate Nvidia’s NVLink Fusion technology into its Neoverse platform, which powers data center CPUs used by major cloud providers like Amazon, Google, and Microsoft.
In the same year, Nvidia also faced export limitations imposed by U.S. leadership. During a televised interview and press briefing, former President Donald Trump confirmed that Nvidia’s most advanced Blackwell chips would not be allowed for export to China.
While less advanced chips could still be sold abroad, the top-tier technology would remain exclusive to the United States. “We will not let anybody have them other than the United States,” Trump stated, reinforcing national control over next-gen AI hardware.
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Source: https://blockonomi.com/ai-growth-accelerates-global-race-for-compute-power-says-nvidia-ceo/
