Regarding investment in OpenAI, AI bubble, and competition in ASIC... Jensen Huang answered it all

Wallstreetcn
2025.09.26 12:44
portai
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Jensen Huang stated that OpenAI is likely to become the next trillion-dollar company and regretted not investing earlier. In the next five years, AI-driven revenue is expected to grow from $100 billion to the trillion-dollar level, which may have already been reached. Regarding the competition in ASICs, NVIDIA declared that even if competitors set chip prices to zero, customers would still choose NVIDIA because the system operating costs are lower