CNBC March 19, 2025
Key Points
– Speaking Tuesday at Nvidia’s GTC conference, Huang said that questions clients have about the cost and return on investment the company’s graphics processors, or GPUs, will go away with faster chips.
– Nvidia said its Blackwell Ultra systems, coming out this year, could provide data centers 50 times more revenue than its Hopper systems because it’s so much faster at serving AI to multiple users.
– Already, the four largest cloud providers have bought 3.6 million Blackwell GPUs, under Nvidia’s new convention that counts each Blackwell as 2 GPUs. That’s up from 1.3 million Hopper GPUs.
At the end of Nvidia CEO Jensen Huang’s unscripted two-hour keynote on Tuesday, his message was clear: Get the fastest chips...
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