Thoob plaws qhov chaw nyob tseem ceeb uas kav ntev li ob teev, Huang tsis tsuas yog nthuav tawm cov kev tshaj lij thev naus laus zis tshiab tab sis kuj tau xa cov kev kwv yees nyiaj txiag uas tau txais cov tub ua lag luam’ adrenaline tso zis. Nws nco qab tias tsuas yog ib xyoos dhau los, kev lag luam xav tau rau Blackwell thiab tom ntej Rubin chips los ntawm 2026 tau kwv yees li ntawm kwv yees $500 billion. Tam sim no, sawv ntawm qhov chaw tshiab inflection, nws ntseeg siab muab ob npaug rau daim duab ntawd.
“Tsib puas billion twb yog tus lej astronomical,” Huang tau hais thaum nws hais lus. “Tab sis hnub no, Kuv nyob ntawm no qhia koj tias saib ua ntej 2027, qhov kuv pom yog yam tsawg kawg $1 trillion hauv kev thov.”
Cov lus tshaj tawm siab tawv no tau txhawb nqa los ntawm Nvidia txoj kev siv thev naus laus zis tsis tu ncua. Vera Rubin architecture, unveiled hauv 2024 raws li lub tuam txhab cov tiam tshiab AI nti, Huang hu ua tus “tshiab pinnacle” ntawm AI hardware. Raws li Nvidia cov ntaub ntawv raug cai, Rubin architecture yuav yog 3.5 lub sij hawm sai dua nws cov thawj, Blackwell, ntawm kev cob qhia ua qauv, thiab tsib zaug sai dua ntawm kev ua haujlwm inference, nrog kev ua tau zoo tshaj plaws ncav cuag 50 petaflops. Qhov kev vam meej hauv kev ua tau zoo li no yog tus neeg tsav tsheb tseem ceeb uas ua rau cov tuam txhab thev naus laus zis thoob ntiaj teb khaws cia xaj.
Nvidia tau hais meej tias nws cia siab tias yuav nce siab ntau lawm ntawm Rubin chips hauv ib nrab xyoo no kom tau raws li kev xav tau ntawm kev ua lag luam.. Qhov kev kwv yees trillion-duas no yuav ua rau muaj kev ntseeg siab ntxiv rau Nvidia txoj kev tswj hwm hauv AI suav toj roob hauv pes.