Nvidia (NVDA) CEO Huang says last year saw about USD 500bln in very high confidence demand and purchase orders for Blackwell and Rubin, and now through 2027 sees at least USD 1tln in demand
Importance
Level 1
- Certain computing demand will be much higher than that.
- 60% of business is going to be hyperscalers.
- Cost per token is lowest in the world, and cannot beat it.
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