Nvidia Chief Financial Officer Colette Kress attended the UBS Global Technology and Artificial Intelligence Conference on December 2, local time, and was interviewed. Regarding the “AI bubble,” Kress said that most of Nvidia's new AI chips currently being delivered are being used to add new data center infrastructure rather than replace existing installed capacity, which means that new computing power is constantly being superimposed, and the global economy is in the “early stages” of the transformation to the data center infrastructure required for AI. Kress reiterated the company's previous forecast: Nvidia expects global AI investment to reach 3 trillion to 4 trillion US dollars by the end of 2030, and about half of this amount is related to the shift from traditional CPUs to accelerated computing.

Nvidia Chief Financial Officer Colette Kress attended the UBS Global Technology and Artificial Intelligence Conference on December 2, local time, and was interviewed. Regarding the “AI bubble,” Kress said that most of Nvidia's new AI chips currently being delivered are being used to add new data center infrastructure rather than replace existing installed capacity, which means that new computing power is constantly being superimposed, and the global economy is in the “early stages” of the transformation to the data center infrastructure required for AI. Kress reiterated the company's previous forecast: Nvidia expects global AI investment to reach 3 trillion to 4 trillion US dollars by the end of 2030, and about half of this amount is related to the shift from traditional CPUs to accelerated computing.