NVIDIA's Chief Financial Officer, Colette Kress, recently expressed her view that there is no bubble in the artificial intelligence (AI) sector. According to her, the market is undergoing a substantial transformation. She predicts that, propelled by the rising demand for accelerated computing, the global market size for data center infrastructure could soar to between $3 trillion and $4 trillion by 2030. At present, NVIDIA has already received orders for GPU chips featuring the Blackwell and Rubin architectures, with the total value reaching an astonishing $500 billion. Notably, this figure excludes the next-phase cooperation agreement that NVIDIA is currently negotiating with OpenAI.
