黄仁勋最新表态：AI 建设“还有七到八年的路要走”

Group 1 - Nvidia's stock surged by 7.87% on February 6, following five consecutive days of decline, resulting in an increase of approximately $328 billion in market capitalization, bringing the total to $4.5 trillion [1] - CEO Jensen Huang expressed optimism about AI development, stating that the infrastructure for AI is still in its early stages and demand will remain strong for the next several years [3] - Huang indicated that the overall demand for computing power is "astonishingly high," with chip product demand exceeding expectations, including older generation GPUs [3] Group 2 - Major tech companies like Meta, Amazon, Google, and Microsoft are projected to have a total capital expenditure of $660 billion this year, which Huang believes is reasonable and sustainable given the rising cash flows of these companies [3] - Huang emphasized that the largest infrastructure build-up in human history is driven by the high demand for computing power, and as long as people continue to pay for AI, companies in the AI sector will profit and their earnings will continue to double [3] - In discussions regarding AI tools potentially harming the pricing power of large SaaS companies, Huang clarified that AI will utilize existing software rather than reinventing tools, emphasizing the importance of accumulating and recording knowledge within enterprises [4]