Nvidia CEO Huang Projects AI Data Centers as Trillion-Dollar Market

At the Nvidia GTC 2025 conference, CEO Jensen Huang outlined a transformative vision for data centers, predicting a shift towards 'AI factories' driven by generative AI and a trillion-dollar market potential. He emphasized a major transition from general-purpose computing to machine learning software operating on specialized hardware like GPUs, marking a pivotal moment in computing history. Huang addressed rising competition, particularly from China's DeepSeek, asserting that the computational needs for advanced AI are significantly underestimated and that Nvidia's chips are uniquely designed to meet these demands. Despite recent skepticism reflected in a drop in Nvidia's stock, Huang announced new products, including the Blackwell Ultra GPU, which will enhance memory capacity for larger AI models. He also highlighted the importance of speed and scale in AI responses, which are critical for customer retention and satisfaction. With upcoming chips expected to outperform current models, Nvidia aims to maintain its leadership in the competitive AI landscape.