During the recent earnings conference call, NVIDIA CEO Jensen Huang shared four key artificial intelligence (AI) trends that will drive the company's future growth. He stated that inference AI, widespread AI adoption, enterprise AI, and industrial AI will present significant market opportunities for NVIDIA. As global demand for AI technology continues to grow, these trends could potentially propel NVIDIA’s market capitalization to $5 trillion.
Firstly, Huang provided a detailed explanation of inference AI. Inference AI is a technology that solves problems step by step and is crucial for enhancing the capabilities of AI agents. He noted that "significant breakthroughs" have been achieved in this area in recent years, leading to the emergence of "super agents" capable of using multiple tools and collaborating in clusters to solve problems. This means companies will need more computational power to support these new AI models, an area where NVIDIA excels. Huang also mentioned that NVIDIA’s Grace Hopper and NVL72 processor combinations are ideal engines for inference AI. This undoubtedly provides NVIDIA with a substantial growth driver.
Image source note: Image generated by AI, image licensed from MidJourney
Secondly, Huang praised the U.S. government's adjustment of policies to promote AI adoption. Previously, the AI export restrictions policy established by the Biden administration was set to take effect in 2025 but has now been rescinded. Huang believes this will enable more countries to utilize AI technology, not just technologically advanced nations. He pointed out that countries worldwide recognize AI as not only a critical technology but also a key component of their industries, startups, and social infrastructure. Therefore, as countries build AI infrastructure, NVIDIA will face unprecedented opportunities.
Huang's remarks undoubtedly instilled confidence in investors. With the rapid development of inference AI and other emerging technologies, NVIDIA's leadership position in the AI field will be further solidified. It can be anticipated that in the coming years, NVIDIA will demonstrate strong growth potential in the market and may become one of the highest-valued companies globally.