Nvidia(US:NVDA) Sou Hu Cai Jing·2025-08-28 06:24Core Viewpoint - The CEO of Nvidia, Jensen Huang, believes that the current phase is a "new industrial revolution" driven by AI, with significant growth opportunities expected over the next decade [2]. Group 1: Company Insights - Nvidia reported a revenue of $46.7 billion for the last quarter, indicating strong performance amid the AI boom [2]. - Huang predicts that by the end of this decade, spending on AI infrastructure could reach $3 trillion to $4 trillion, reflecting ongoing growth in the generative AI sector [2][5]. - The demand for chips and computing power for AI is expected to remain high, with Huang emphasizing the importance of data centers in meeting this demand [2][3]. Group 2: AI Model Developments - New AI models utilizing "reasoning" technology require significantly more computational power, potentially needing 100 times or more than traditional large language models [3][5]. - The "long thinking" approach in AI allows models to research across different sites and integrate information, enhancing the quality of responses [3]. Group 3: Impact of AI Data Centers - The rapid growth of AI data centers is leading to increased land use, water consumption, and energy demands, which could strain local communities and the U.S. power grid [2][5]. - The expansion of generative AI tools is expected to further escalate the demand for energy and resources [5].