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After Jensen Huang's speech, NVIDIA held a meeting with Wall Street, and this was one of the highlights.
NVIDIA's management shows high confidence in the sustained strong demand for AI chips, with the company currently receiving about 3.6 million orders for Blackwell GPU units. At the same time, management expects the company's gross margin to increase to 75% in the future.
NVIDIA will purchase hundreds of billions in the U.S., and Jensen Huang supports the Trump administration to accelerate AI expansion.
① NVIDIA CEO Jensen Huang stated that the supply chain will be moved from Asia back to the USA, and in the next four years, hundreds of billions of dollars will be spent in the USA on chips and other electronic products; ② Huang also emphasized that the support from the Trump administration for the AI Industry will accelerate the development of the AI industry in the USA.
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