英伟达CEO黄仁勋：所有产品“已卖光”，AI创业者争抢GPU

Group 1 - The core viewpoint is that NVIDIA's AI products are sold out, indicating strong demand in the AI sector [1] - NVIDIA's CEO Jensen Huang predicts that revenue for new AI-native startups will reach $200 billion next year, a tenfold increase from this year's $20 billion [1] - The company denies claims of waning interest in AI infrastructure, forecasting spending on AI infrastructure to reach $3 trillion to $4 trillion in the future [1] Group 2 - NVIDIA reported a quarterly revenue of $46.7 billion for Q2 of fiscal year 2026, a 6% increase from the previous quarter and a 56% increase year-over-year [3] - The company anticipates a gradual slowdown in AI growth after two years of rapid expansion [3]