Jensen Huang, CEO of Nvidia, expressed confidence at the company's GTC conference, believing demand for Nvidia's powerful new chips will persist. He highlighted the upcoming Rubin GPU chips, successors to the Blackwell and Hopper lines, and forecasted a significant performance boost with future architectures. Despite recent market volatility and a massive loss in capitalization, Huang contends that the industry's shift to AI inference will continue driving demand, asserting that current market sentiments may be misjudged.
Huang's big reveal was a new generation of Rubin chips, known as GPUs, expected to land next year and serve as a successor to the Blackwell and Hopper lines.
Huang promised further advances through 2028 by teasing a line of chips named after the physicist Richard Feynman, expected to outperform Rubin significantly.
After Nvidia suffered a $600 billion market capitalization loss, Huang explained why demand would remain, stating, 'This is where almost the entire world got it wrong.'
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