On September 26, Jensen Huang, the founder and CEO of NVIDIA, engaged in an interview where he delved into subjects like AI industry trends, the future of computing, and corporate strategies. For the first time, he disclosed the rationale behind his multi-billion-dollar investment in OpenAI. Huang emphasized that the breakdown of Moore's Law has resulted in negligible enhancements in transistor costs and energy efficiency, rendering traditional computing methods inadequate for meeting the escalating demand for improved performance.

In this context, AI demand is witnessing a twofold exponential surge. Firstly, there's an exponential explosion in the utilization of AI by users. Secondly, AI reasoning techniques have undergone a qualitative transformation, evolving from straightforward one-time answers to intricate 'thinking' processes. This shift has led to an exponential hike in the computational workload required for each AI application.

Jensen Huang is of the opinion that AI infrastructure is sparking an industrial revolution. He asserts that the era of general-purpose computing has drawn to a close, and a staggering amount of computing infrastructure globally, valued in the trillions of dollars, is transitioning from CPUs to AI-accelerated computing.