The perspective of the semiconductor trading company's CEO.
Of NVIDIA's total sales of $30 billion this time, 87% is for datacenter. This field is overwhelmingly dominated by NVIDIA and it is predicted to continue to grow as datacenter investments heat up. On the other hand, the key point for the future is whether the datacenter itself can secure customer (and self-service) contracts.
My prediction about AI has consistently been that it will become the center of future industries. This can be determined from the growth of the semiconductor and datacenter markets, and in fact, our company has also seen increased productivity by introducing AI. If security risks and other issues are resolved, companies and people around the world will adopt it at once.
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