NVIDIA Executive Chief Huang Rensheng COMPUTEX 2025 Theme Speech Opening, we have seen NVIDIA shape the company in different ways over the past three years. In history, no company, especially technology companies, has once revealed blue pictures of...
NVIDIA Executive Chief Huang Rensheng COMPUTEX 2025 Theme Speech Opening, we have seen NVIDIA shape the company in different ways over the past three years. In history, no company, especially technology companies, has once revealed blue pictures of products for the next five years. Companies usually regard this information as extremely confidential. NVIDIA, however, realized that they were more than just ordinary tech companies.
Huang Rensha said that NVIDIA is now an important basic facility company. Partners around the world need to plan their basic facilities, including land, factory, power and all necessary financing. If they don't know what NVIDIA will be making next, they won't be able to make these plans. Therefore, NVIDIA decided to describe its company's blueprint in a relatively detailed way, providing enough details to allow everyone in the world to start building a data center. NVIDIA now realizes that they are an AI-based facility company that is of great importance around the world.
The importance of this AI-based infrastructure can be comparable to other important basic facilities in history. For example, during the first industrial revolution, people realized that a new type of technology called power must be built and become an important part of the socially basic facilities. Years later, this generation has experienced the rise of information-based facilities. At first, information-based facilities were not meaningful to anyone, but we now realize that it is the Internet. The Internet is nowhere to be present, everything is connected to it.
Now, based on the first two basic facilities, there is a new basic facility: wisdom. Although there may not be a complete meaning of a "wisdom" infrastructure now, NVIDIA promises that when you look back in the future, you will find that AI has been integrated into everything. We each need AI, every region and every industry. AI is now part of the basic facility.
Huang Renjun said that this AI-based facility, like the Internet and power, requires factory. These factories are what we are building today. NVIDIA describes these new data centers as AI factories. Unlike the data center industry that has been in the past tens of billions of dollars, the past data center mainly provided information and storage to support the company's ERP system and employees. Although they come from the same industry, AI data centers are something completely different.
And it is inappropriate to describe these so-called AI data centers as "data centers". They are actually AI factories. You apply energy to them and they produce incredibly precious things. The speaker predicts that in the future, people will no longer only discuss how many tokens were produced last season or last month, but talk about how many tokens were produced every hour, just as every factory discusses its production. The concept of AI factory has been fundamentally changed.
In addition, NVIDIA's view on its business opportunities also evolved. From the initially expected $300 million chip industry, to the data center opportunity representing about one trillion dollars, to the current trillion dollars AI factories and AI-based facility industries. This is the exciting future that NVIDIA is opening. Also, this huge future is centered on several important technologies. One of the very special and important components is the library. NVIDIA is a few companies in the world that discuss functions and libraries, because functions and libraries are the core of everything and the beginning of everything.
