Nvidia CEO Jensen Huang: Demand of AI computing has gone up 'substantially' in the last 6 months

Demand & Growth - Computing demand has increased substantially in the last six months due to the advancement of AI from simple answers to reasoning and thinking capabilities [2] - The improved AI capabilities lead to exponential demand for computing resources [3] - Demand for Blackwell is very high [3] Technological Advancement & Future Outlook - The industry is at the beginning of a new buildout and a new industrial revolution [4] - The advancement of AI requires exponential amounts of computing [2][3]