Core Insights - NVIDIA CEO Jensen Huang highlighted that artificial intelligence has entered a "virtuous cycle," leading to continuous growth in the industry [1][2] - The cycle involves improved AI models driving more investment, which in turn enhances the AI models further, creating a self-reinforcing loop [2][4] Industry Investment - Major tech companies, including Meta, Amazon, Alphabet, and Microsoft, are projected to spend over $300 billion collectively on AI technologies and data center expansions in 2025 [3] - This trend of increased spending is expected to continue into 2026 as these companies plan to further boost their investments [3] NVIDIA's Role - NVIDIA is described as "the foundation of the AI Revolution," indicating its critical position in the AI landscape [3] - The company's advancements in AI technology are seen as essential for supporting the growing demand and infrastructure development in the sector [2][4]

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