NVIDIA CEO Jensen Huang pointed out during the earnings call that AI already has the capability to perform economically valuable tasks, diminishing the significance of the Artificial General Intelligence (AGI) milestone. Currently, AI is transitioning from passive execution to active agency, with enhancing computing power and generating profitable Tokens becoming the core focus of the industry. He emphasized that AI infrastructure has entered the production stage, where computing power directly translates into revenue, and the industry's logic has shifted from technological iteration to commercial realization. NVIDIA expects revenue growth of approximately 70% in fiscal year 2028, but actual demand far exceeds this due to supply constraints.