---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000209013.md"
description: "The first question on the call was about long-term growth. Jensen started the answer with reasoning taking 100x - 1000x the compute as training. That was the same talking point from the January earnings. Take away Jensen's confidence in reasoning is high and unchanged over the past six months. $NVIDIA(NVDA.US)Source: Gene Munster"
datetime: "2025-08-27T21:34:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000209013.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000209013.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000209013.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# The first question on the call was about long-term…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**