<div id="readability-page-1"><div><div><p>Chipmaker <strong>NVIDIA Corp.’s</strong> <span>NVDA</span> CEO, <strong>Jensen Huang</strong>, announced an optimistic vision for the future of artificial intelligence during the company’s second-quarter earnings call on Wednesday.</p><h2>‘A New Industrial Revolution’</h2><p>During the call, Huang framed AI as “a new industrial revolution,” highlighting its transformative impact on the global economy. </p><p>This revolution, he says, comes with a surge in computing demand, with “reasoning, agentic AI models” requiring “100 times, a thousand times, and potentially even more,” in computing resources relative to the “one-shot” chatbots that only generated answers based on prompts. </p><p>“Where chatbots used to be one-shot, you give it a prompt, and it would generate the answer. Now the AI does research. It thinks and does a plan,” he says.</p><p>He says this demand can lead to a multi-trillion-dollar opportunity for Nvidia and its products. “Over the next five years, we're gonna scale into with Blackwell, with Rubin, and follow-ons to scale into effectively a $3 to $4 trillion AI infrastructure opportunity.”</p><p>He also noted that the top four hyperscalers have already doubled their capital expenditures to $600 billion annually, and NVIDIA's share of gigawatt-scale AI factories is about 35%.</p><h2>Dimisses Competitive Pressures</h2><p>Huang dismissed concerns of competition from custom AI chips, saying that GPUs will not be displaced in the stack, while emphasizing Nvidia’s full-stack solutions, with dominance across compute, software, and networking layers. “We're, you know, really a holistic full-stack solution for AI factories.”</p><p>Huang concluded the call saying that the opportunity ahead is “immense,” as the “AI race is on,” with this new revolution just getting started.</p><p>Nvidia released its second-quarter results on Wednesday, reporting $46.74 billion in revenue, up 56% year-over-year, and ahead of consensus estimates of $46.02 billion. The company posted $1.05 per share in earnings, once again beating Street estimates at $1.01. </p><p>Shares of Nvidia were down 0.09% on Wednesday, closing at $181.60, and are down 2.82% after hours. According to <strong>Benzinga’s Edge Stock Rankings</strong>, the stock scores high on Momentum and Growth, with a favorable price trend in the short, medium and long terms. Click here for deeper insights into the stock, its peers and competitors.</p><p><em>Photo Courtesy: jamesonwu1972 from Shutterstock</em></p><ul> <li><strong>Scott Bessent Says Acquiring Stake In Nvidia ‘Not On The Table,’ Hints Shipbuilding Sector Could Be Next</strong></li> </ul></div></div></div>

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<p>NVIDIA CEO Jensen Huang announced a transformative vision for AI, describing it as a 'new industrial revolution' during the company's Q2 earnings call. He highlighted a potential surge in computing demand, estimating a $3 to $4 trillion opportunity for NVIDIA over the next five years. Huang dismissed competitive pressures from custom AI chips, asserting NVIDIA's dominance in full-stack AI solutions. The company reported $46.74 billion in revenue, a 56% year-over-year increase, and earnings of $1.05 per share, surpassing estimates. Despite a slight drop in stock price, NVIDIA remains strong in momentum and growth.</p>

- NVIDIA CEO Jensen Huang presented an optimistic outlook for artificial intelligence, describing it as a "new industrial revolution" during the company's second-quarter earnings call.  
- He highlighted a significant increase in computing demand, predicting a multi-trillion-dollar opportunity for NVIDIA's AI infrastructure over the next five years, with capital expenditures from major hyperscalers reaching $600 billion annually.  
- Despite competitive pressures, Huang emphasized NVIDIA's dominance in AI solutions and reported a 56% year-over-year revenue increase to $46.74 billion, surpassing estimates.

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Jensen Huang Declares 'A New Industrial Revolution Has Started': Sees 100x To 1000x Compute Demand Surge — $3–$4 Trillion 'Opportunity' For Nvidia