In a recent podcast interview, NVIDIA CEO Jensen Huang expressed his firm confidence in the future of the AI industry in response to market concerns. Recently, NVIDIA has been actively making moves, first announcing an investment of $5 billion in Intel, and then making a $100 billion investment in OpenAI, which has sparked intense market discussions. However, there have also been many questions about the nature of these investments, particularly regarding the "revenue cycle" relationship with Oracle.
In the interview, Huang emphasized that investing in OpenAI was not a prerequisite for collaboration, but rather a unique opportunity he saw. He believes that OpenAI has the potential to become the next trillion-dollar super giant, on par with Meta and Google. Huang pointed out that as AI technology continues to advance, reasoning capabilities will increase exponentially, driving significant demand for computing power. He mentioned that AI is no longer just a single language model, but rather multiple models working together, enhancing thinking and learning capabilities.
When talking about the collaboration with OpenAI, Huang revealed that NVIDIA will be the preferred partner for OpenAI's self-built AI infrastructure. This collaboration will help OpenAI establish a complete AI system, enabling it to operate independently and support growing customer demands. He emphasized that this investment will bring good returns in the future and also demonstrates NVIDIA's forward-looking perspective in technological development.
Notably, despite some concerns in the market about NVIDIA's future growth, Huang stated that the company remains optimistic about its outlook. He believes that the rapid development of the AI industry will not slow down due to short-term oversupply, and NVIDIA will continue to lead this technological revolution.
