Jensen Huang also doesn’t expect Trump’s tariffs to impact Nvidia, noting that he’s working with partners to bring manufacturing to the US.
For PC builders, Nvidia has long been synonymous with graphics cards. But in a sign of the times, CEO Jensen Huang says his company has evolved from selling chips to constructing massive AI factories.
„Nvidia is an AI infrastructure company. We’re an infrastructure company, not just ‚buy chips, sell chips'“, Huang told journalists at today’s GTC event in San Jose, California.
His comments come a day after introducing not one but four GPU architectures to power next-generation AI services. Although chip makers have shared roadmaps before, Huang noted it’s still rare for a tech company to spill the beans on its future products.
„That’s kind of like someone goes ‘Hi, today I’m going to announce my next four phones.’ It makes no sense, right?” Huang said.
However, Nvidia is no longer operating like a typical electronics vendor. That’s because its major business of selling GPUs for AI development also involves companies spending tens of billions of dollars on data centers to power all the computing.
