NVIDIA CEO: Elon Musk Is “Superhuman,” Asserts Moore’s Law Has Ended And That The Modernization Of Existing Data Centers Will Require $1 Trillion Worth Of GPUs
This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy.
NVIDIA's CEO, Jensen Huang, not only struck all of the right chords in a recent interview but went a step further to highlight the mind-boggling scale of the market opportunity that NVIDIA has yet to capitalize on. While NVIDIA investors have been busy scrutinizing the choice tidbits from this expansive interview, the streamed interaction is also gaining traction for the flowery language that Huang used for the CEO of Tesla and xAI, Elon Musk.
Related Story NVIDIA GeForce RTX 5090 GPU Won’t Have A Significant Price Increase Over RTX 4090
To wit, in a recent interview with Altimeter Capital, Jensen Huang asserted that NVIDIA's ongoing bullish case is nothing like the mania around Cisco at the apex of the dot-com bubble. Specifically, Huang believes that NVIDIA is "reinventing computing" and that the future will be "highly machine learned."
In another remarkable take that is rightly going viral, NVIDIA's CEO believes that the Moore's Law as we know it has ended, and, therefore, in order to extract the requisite computing power to keep pace with the compute-hungry software of the future, existing data centers will need around $1 trillion dollar worth of GPUs in the next 4 to 5 years to modernize and remain abreast with the evolving demand environment.
Of course, another clip that is going viral, particularly among Elon Musk's vast fan base, relates to Huang's flowery language when he describes how xAI was able to bring together NVIDIA's gear and operationalize it within its own data center in just 17 days, when typically it would take a lot longer. NVIDIA's CEO noted:
Meanwhile, as we noted in a dedicated post recently, NVIDIA's entire supply of its latest Blackwell GPUs is already sold out for the next 12 months as demand for those chips remains "insane."
It is hardly a surprise, therefore, that NVIDIA shares currently remain just
Read more on wccftech.com
