Core Insights - Jensen Huang, CEO of Nvidia, is optimistic about continued spending on Nvidia's products, driven by new powerful chips and the industry's shift towards inference in AI [1][8] - Nvidia is set to release a new generation of Rubin GPUs next year, which are expected to significantly outperform previous models [2][3] - Huang highlighted that the demand for computation in AI has increased dramatically, requiring 100 times more than previously anticipated, which supports the need for Nvidia's advanced chips [5] Company Developments - The upcoming Rubin chips will succeed the Blackwell and Hopper lines, with an ultra version of Rubin projected to have 14 times the performance of the ultra version of Blackwell [2] - Nvidia is also teasing a future line of chips named after physicist Richard Feynman, expected to surpass the performance of the Rubin chips [3] Market Reactions - Despite Huang's confidence, Nvidia's shares fell by over 3.4% following his keynote, indicating investor concerns about the implications of DeepSeek on chip demand and slowing revenue growth [6][8] - Nvidia's fourth-quarter revenue for 2024 was $39.3 billion, reflecting a 78% increase year-on-year, but this growth rate is lower than the 262% seen in the first quarter [6]