Nvidia General Director Jensen Huang tried to provide investors on Tuesday that his firm is in the center of the artificial intelligence boom while discovering her latest products-including her long-awaited Blackwell Ultra Computer chips.
Huang said the need for computer energy made by its advanced computer chips it has increased exponentially compared to a year ago as more companies are moving to deal with so -called “reasoning” models, which are able to perform more complex tasks than basic chatbots.
“Almost the whole world was wrong,” said Huang, who retired for two hours without a telepromPter while wearing his leather jacket and jeans at the GTC conference of Nvidia, which he called “Super Bowl of he”.
“The amount of calculation we need as a result of that agent, as a result of reasoning, is easily 100 times more than we thought we needed this time last year,” Huang said.
Huang bullies at the conference failed to sit with investors. Nvidia shares sank more than 3% in late trading Tuesday. The shares were closed by $ 115.73 and decreased nearly 20% over the past month.
Wall Street has sought clarity from Nvidia and other great technology players after a big sale in January lit by Chinese start Deepseek – who claimed to have trained a advanced model of him for less than $ 6 million and without access to the best Nvidia chips due to US export controls.
Issuing prompted concerns that nvidia chips were less necessary than previously thought about developing it – and that companies could give up their expenses in response. So far, companies like Meta and Microsoft have said they are full steam before the expenses associated with him.
During the incident, Huang confirmed that his future GPU chip, Blackwell Ultra, will begin transporting in the second half of this year. The Nvidia boss called the demand for the “amazing” product.
Another updated family of chips called Vera Rubin, which will be more powerful and will enable faster processing speed than Blackwell, is on the right track to release in the second half of 2026, Huang added.
“If you need a lot of time to answer a question, the client will not come back. This is like searching online,” Huang said.
Elsewhere, Huang revealed that Nvidia will partner with General Motors to help develop autonomous automobile vehicles.
Nvidia technology will be used to help the production and design process as well as computer systems in the vehicle, he said.
“Time has arrived for autonomous vehicles,” Huang said.
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