On September 12, Huang Renxun told Solomon in a recent technology talk organized by Goldman Sachs that customer demand for the latest generation of Blackwell chips is strong and Nvidia will expand production capacity in the fourth quarter.
"Customer demand for Blackwell is so great that every company wants to be the first to have it, everyone wants to have the most production capacity, and everyone wants to be ahead." Huang Renxun said that Nvidia's advantages in algorithm optimization and architectural consistency can significantly improve customers' total cost of ownership and competitiveness.
Huang also predicted that the pace of innovation in AI computing will continue to accelerate, and by developing a variety of chip and technology combinations, Nvidia will achieve significant performance improvements every two years and continue to maintain its leadership in the market.
