Nvidia CEO Jensen Huang: Our growth is accelerating at a larger scale

요약 보기

엔비디아 성장이 가속 중이며 추론(inference) 변곡점에 도달했다고 주장. 블랙웰·루빈 기준 2027년 말까지 확정 가시성 5000억달러에서 1조달러 이상으로 상향. Grok 3 생산 시작, 워크로드의 약 25%에 Grok을 붙여 기회 확대 가능. 시장 우려에도 AI 수요 확대를 강조.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Nvidia shares are slightly lower today as the chip giant kicks off day two of its GTC conference in San Jose. Joining us this morning in a CNBC exclusive is Nvidia's founder and CEO Jensen Huang with our Jim Cramer. Hey Jim. Well, thank you Carl. Jensen, I do want to point out someone said to me the stock's down 30 cents.

02. Your stock's up 22,000% in the last decade. Should we care about the last half hour? Well, I I guess we all do. Um, you know, our our growth is accelerating at a larger scale. That's surprising for people. And um, uh, the end markets are really growing. You know, we've reached this point in AI called the in uh, the inflection of inference.

03. And so we've reached the inference inflection. And so, you know, our growth is accelerating. We would like to love to see everybody enjoy it. Well, people got a little trapped by the 500 billion to a trillion. And I like that over 2025, 2026. And what trapped me was it when you said when we were talking about Michael Dell yesterday, that Jim, do you remember when I told you that chat GPT could be big?

04. And I said, "Well, yeah, I do. 10 years ago." And he goes, "Nemo claw. He said Nemo claw, this may be even bigger. I start my morning with Nemo claw." Could you explain to people why this may be what we're thinking about over the next 5 years and not something involving uh, margins over the last 5 minutes?

05. Well, first of all, um, I said I said at the keynote and I referenced a number I used previously because I want to give everybody a a baseline. And so, uh, last year I said that at this about this point that we had 500 billion dollars of high confidence visibility of Blackwell and Rubin. That's it. We've obviously our company sells other things.

06. Right. Uh, we have, you know, CPUs, we have storage processors, we have networking, and and so we have all kinds of things that we we sell in addition to that. We have $500 billion worth of visibility, and at this point at this point with another 21 more months to go to the end of 2027, we already have high confidence high confidence visibility of $1 billion plus of Blackwell and Rubin.

07. Not anything else, just Blackwell and Rubin. And so, you know, we still have 21 more months of new orders coming in. Right. We still have all of the other things that Nvidia sells. And so, I just wanted to give everybody a baseline. The ecosystem needs to know directionally where Nvidia is going. Now, of course, we plan with a supply chain, we help everybody with their capacity building, we prepare all the technology partners so that we can support a trillion dollars worth of Blackwell and Rubin.

08. But but And so, it's an incredible thing. You you bought Grok in December. What I heard yesterday, maybe my biggest takeaway, was that it's already going to be making you not money, but a huge amount of money, and that's not part of the trillion. No. Yeah, we started production of Grok version 3. It's a really really special company, and and um we're going to add Grok not to every part there.

09. Rubin is so incredible that it's really hard to add value to our Rubin. You know, that engine is so incredible. And so, but there's some part of the workload, I think about 25% of the workload, where we can add Grok to it. And so, for 25% of the workload, we could increase our opportunity even more, and so will be paying for this money.