Jensen Huang, Nvidia’s CEO, addressed the surging demand for AI chips during the company’s GTC conference, emphasizing that the current shortage will persist through 2025. Huang highlighted that despite Nvidia’s efforts to increase production, the gap between supply and demand remains significant. The company’s latest AI chips, including the Blackwell B200 GPU, represent a major advancement in AI computing capabilities, offering substantial performance improvements over previous generations. Huang explained that the unprecedented demand stems from companies worldwide rushing to build AI infrastructure and data centers. He emphasized that this is not just a temporary trend but a fundamental shift in computing architecture, with AI becoming central to various industries. The CEO also discussed Nvidia’s strategic partnerships with major cloud providers and tech companies, noting that these collaborations are essential for scaling AI capabilities globally. Huang addressed concerns about competition, stating that Nvidia’s comprehensive software ecosystem and continuous innovation give it a competitive edge. The discussion touched on the economic impact of AI chip demand, with Huang suggesting that the market for AI infrastructure could reach several trillion dollars. He emphasized that Nvidia’s focus remains on developing both hardware and software solutions to meet the growing demands of AI computing, while acknowledging the challenges of scaling production to match the extraordinary market demand.
Source: https://www.businessinsider.com/jensen-huang-nvidia-ai-chip-demand-gtc-rubin-blackwell-hopper-2025-3