Dan Ives将英伟达Blackwell系列GPU的需求量描述为“疯狂的”。他表示，最近对供应链的调查继续显示出“前所未有的需求”。他补充称：“我们认为今年的CES开启了一个新的人工智能时代，因为大众现在开始与其他大型科技公司一起参与这场人工智能革命。”“人工智能革命是40多年来最大的技术变革。”NVIDIA CEO Jensen Huang will deliver the opening keynote speech at the 2025 USA Consumer Electronics Show (CES) on Monday.
According to the Zhito Finance APP, NVIDIA's CEO Jensen Huang will deliver the opening keynote speech at the 2025 Consumer Electronics Show (CES) on Monday. Investment bank Wedbush stated that Huang's speech is likely to focus on the AI giant's vision for artificial intelligence.
Wedbush Analyst Dan Ives mentioned in a client report: "We expect Huang to outline NVIDIA's global strategy vision for artificial intelligence, as more and more companies are becoming aware that the number of use cases across various industries is increasing. "
Dan Ives described the demand for NVIDIA's Blackwell series GPUs as "crazy." He stated that recent surveys of the supply chain continue to show "unprecedented demand." He added: "We believe this year's CES marks the beginning of a new era for AI, as the public is now starting to engage in this artificial intelligence revolution alongside other major technology companies. The AI revolution is the largest technological transformation in over 40 years."
