"Once again, Huang essentially declared a blowout, forecasting a staggering $1 trillion in orders for Nvidia's most sophisticated AI chips through 2027, driven by the explosion of AI infrastructure now being built around the world."
"In fact, every major move in AI-from chatbots and agents to applications in the workplace, schools, and the military-runs on Nvidia hardware, software, and systems. Nvidia has also invested billions to support the AI ecosystem, partnering with both OpenAI and Anthropic, as well as funding data center companies and AI startups."
"The answer is that the companies supplying the 'picks and shovels' of technological booms rarely attract the same scrutiny as the miners. Oil companies drew criticism during the fossil fuel era, not the manufacturers of drilling equipment."
Jensen Huang presented at Nvidia's GTC conference, projecting $1 trillion in orders for the company's AI chips through 2027. Despite Nvidia's central role in the global AI infrastructure buildout and its $4 trillion market valuation, Huang has largely escaped the public backlash directed at other AI CEOs like Sam Altman and companies such as OpenAI, Anthropic, Meta, and Google. These competitors face criticism over AI risks including job displacement, copyright issues, misinformation, and military applications. Nvidia's chips power every major AI advancement from chatbots to workplace and military deployments. The company has invested billions supporting the AI ecosystem through partnerships and funding. Huang remains celebrated as an engineer-builder rather than a controversial figure, similar to how equipment suppliers historically avoided scrutiny compared to primary industry players.
Read at Fortune
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