ChainThink reports that on August 27, according to NVIDIA’s quarterly report, CEO Jensen Huang stated that AI has reached a turning point—AI-generated tokens are driving productivity and profits, computing power equals revenue, and demand is accelerating.
Jensen Huang said that last year, infrastructure development was primarily driven by a single AI lab; now, multiple cutting-edge AI labs are scaling up simultaneously, the open model ecosystem is thriving, physical AI is beginning to be deployed, and AI infrastructure development is advancing at full speed—Vera Rubin, already fully operational, was specifically designed for this purpose.