"There's been a lot of talk about an AI bubble. From our vantage point, we see something very different."
"visibility to $0.5 trillion in Blackwell and Rubin revenue"
"Thanks to CUDA, the A100 GPUs we shipped six years ago are still running at full utilization today," Kress said. "our GPU installed base, both new and previous generations, including Blackwell, Hopper, and Ampere, is fully utilized."
Nvidia reported record revenue and profit with a bullish fourth-quarter growth forecast, lifting the stock 5% in premarket trading. Colette Kress said Nvidia has "visibility to $0.5 trillion in Blackwell and Rubin revenue" for 2025–2026 and estimated "$3 trillion to $4 trillion in annual AI infrastructure build" by 2030. Jensen Huang rejected AI-bubble claims, asserting a different reality. Kress credited CUDA software with extending system life and said A100 GPUs shipped six years ago remain at full utilization. Executives stated the installed GPU base across generations is fully utilized. Michael Burry continued criticizing Nvidia and AI-sector sustainability on social media, citing chip longevity, dilution, and deal structures.
Read at Business Insider
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