Huoxing Finance reports that on August 27, NVIDIA CEO Jensen Huang commented in the company’s quarterly earnings call that artificial intelligence has reached a turning point. AI is now performing genuinely useful work, with the tokens it generates driving productivity and profits. Today, compute equals revenue, and demand continues to accelerate. At this time last year, infrastructure growth was primarily driven by a single AI lab. Now, we are entering a golden age of new AI labs and startups, with multiple cutting-edge AI labs scaling up simultaneously, open model ecosystems flourishing, and physical AI beginning to be deployed. Momentum remains strong across the United States and globally. AI infrastructure development is proceeding at full speed. Vera Rubin, now fully operational, was built precisely for this moment.
NVIDIA CEO Jensen Huang: AI Has Reached a Tipping Point; Compute Power Is Now Revenue
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Summary
On August 27, 2026, NVIDIA CEO Jensen Huang stated in the company’s quarterly report that AI has reached a tipping point and is now delivering tangible value. AI is generating tokens that enhance productivity and drive profits, with computing power now directly linked to revenue. Demand is surging rapidly. What was once fueled by a single AI lab last year is now witnessing a wave of new AI labs and startups, including newly listed tokens, all scaling up. The open model ecosystem is expanding, and physical AI is being deployed. AI infrastructure is advancing globally. Traders following AI and crypto news should take note of the growing momentum.
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