Jensen Huang, Chief Executive Officer of NVIDIA, recently made a significant announcement. In 2024, the four prominent US public cloud providers—Amazon, Microsoft, Google, and Oracle—collectively procured 1.3 million units of the previous-generation Hopper AI chips. Fast forward to 2025, this same group has significantly increased their investment, acquiring a total of 3.6 million units of the cutting-edge Blackwell AI chips. Additionally, Huang anticipates that by 2028, capital expenditures on data centers will surpass the $1 trillion mark. This development underscores NVIDIA's robust position in the AI chip market and its promising growth trajectory.
