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<p>NVIDIA CEO Jensen Huang announced at the Goldman Sachs Technology Conference that NVIDIA will expand its production capacity in the fourth quarter to meet strong demand for Blackwell. He predicted that innovation in the AI computing field will accelerate, with NVIDIA achieving significant performance improvements every two years. Huang's speech boosted the stock price, increasing NVIDIA's market value by $215.8 billion, closing up 8.15%. He also mentioned that future plans include accelerating the construction of data centers to drive enterprise performance improvements and cost savings</p>

- NVIDIA CEO Jensen Huang revealed plans to expand production capacity in Q4 and beyond, emphasizing the high demand for Blackwell chips and the company's advantages in algorithm optimization and architectural consistency.
- The surge in AI chip demand boosted NVIDIA's stock price, with Huang highlighting the shift towards accelerating data centers for enhanced density and energy efficiency, predicting a transition from general data centers to accelerated computing centers.
- Huang's insights underscore NVIDIA's innovation pace, focusing on AI infrastructure, performance gains, and the company's competitive edge in unified architecture, while addressing concerns about meeting global expectations amidst high demand for their products.

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