From Financial Modeling Prep: 2025-03-19 07:06:07

NVIDIA’s CEO Jensen Huang likened GTC 2025 to the “Super Bowl of AI,” highlighting four waves of AI evolution. Perception AI focused on basic tasks, Generative AI on predictive models, and Agentic AI on autonomous interactions. Physical AI envisions real-world integration, with Agentic AI demanding 100x more computational resources than expected.

Huang emphasized NVIDIA’s response to AI’s computational demands, with Hopper GPUs shipping 1.3 million units annually to top cloud providers. Orders for upcoming Blackwell GPUs in 2025 have already reached 3.6 million units, a significant increase. This growth signifies AI’s increasing power, accessibility, and adoption.

Investors and tech markets are impacted by cloud providers scaling AI infrastructure, positioning NVIDIA as a key player in AI hardware. The rise of Agentic AI suggests higher GPU demand and data center expansion, reflecting the industry’s evolution and NVIDIA’s strategic positioning.

For tracking AI-driven market trends, relevant FMP APIs like the Stock Market Data API can monitor NVIDIA’s stock performance alongside key players, while the Earnings Calendar API can track upcoming reports from AI-focused firms like NVIDIA to assess revenue growth from increased GPU sales.

Jensen Huang’s view of AI’s “inflection point” signals a transformative era, with NVIDIA at the forefront. As demand for GPUs surges, especially for Agentic AI applications, NVIDIA’s strategic position makes it a crucial player in the evolving AI landscape. Tracking NVIDIA’s growth and broader AI market trends is essential for investors and tech enthusiasts alike.



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