NVIDIA has emerged as a key player in the global AI infrastructure race, reporting a record $46.7 billion in quarterly revenue, a 56% increase year-over-year. The company announces it produces 1,000 AI racks weekly, fueled by demand for its Blackwell and Blackwell Ultra GPUs. CEO Jensen Huang forecasts $3 to $4 trillion will be dedicated to AI infrastructure by 2030. Huang emphasizes, “Blackwell and Rubin AI factory platforms will be scaling into the global AI factory build out.”
NVIDIA has emerged as a key player in the global AI infrastructure race, reporting a record $46.7 billion in quarterly revenue, a 56% increase year-over-year. The company announces it produces 1,000 AI racks weekly, fueled by demand for its Blackwell and Blackwell Ultra GPUs. CEO Jensen Huang forecasts $3 to $4 trillion will be dedicated to AI infrastructure by 2030. Huang emphasizes, “Blackwell and Rubin AI factory platforms will be scaling into the global AI factory build out.”