NVIDIA's CEO Jensen Huang recently shared insights during an interview at the Computex 2025 conference. He revealed discussions with SoftBank's CEO Masayoshi Son about a $500 billion U.S. "Stargate" data center project. Huang emphasized the potential of the Chinese AI market, projecting its value to reach $50 billion by 2026. He noted China's significant role in AI development, with the country housing 50% of the world's AI researchers, representing a substantial opportunity for NVIDIA (NVDA, Financial).
Huang also anticipates continued growth in data center spending. He highlighted that advancements in DeepSeek and inference models have amplified computational demands by 100 to 1,000 times, underscoring the increasing need for robust data infrastructure.
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