Nvidia's Huang Reports Surging AI Computing Demand, Citing Exponential Growth in AI Reasoning and Blackwell Chip Demand
Nvidia CEO Jensen Huang said that demand for AI computing has surged significantly over the past six months, driven by the rapid advancement of artificial intelligence models from answering basic questions to performing complex reasoning. Speaking on CNBC’s “Squawk Box,” Huang highlighted the growing appetite for computational power as AI systems become more capable and widely adopted. “This year, particularly the last six months, demand for computing has gone up substantially,” he said, responding to a question about the most common concerns investors raise. Huang explained that AI models now possess enough intelligence to deliver meaningful, real-world value, sparking widespread interest across industries. “The AIs are smart enough that everybody wants to use it,” he noted. He described a powerful dual trend: exponential growth in computing needs, paired with an equally rapid rise in demand for that computing power. “We now have two exponentials happening at the same time,” he said. He also emphasized the strong market reception for Nvidia’s latest Blackwell platform, calling the demand “really, really high.” Huang described the current moment as the early stage of a major technological shift, likening it to the beginning of a new industrial revolution. “I think we’re at the beginning of a new buildout,” he said, reinforcing Nvidia’s central role in powering the next wave of AI innovation. The comments helped lift Nvidia’s shares in premarket trading, reflecting investor confidence in the company’s continued momentum.
