The Rationality of AI Investments
NVIDIA CEO Huang Renxun recently stated in an interview that despite concerns about excessive spending on data centers, he firmly believes these investments are reasonable and sustainable. He noted that the construction of AI infrastructure will continue for many years, with demand being very strong.
A Future of Continuous Development
Huang mentioned that the development of AI infrastructure is expected to span seven to eight years. As technology progresses, AI applications are becoming increasingly widespread. He stated, 'AI has become very useful and powerful, with its adoption reaching high levels.'
Investment Trends Among Tech Giants
Previously, capital expenditures by tech giants such as Amazon, Google, Meta Platforms, and Microsoft raised concerns among investors. In recent days, the market value of these four companies has decreased by nearly $1 trillion. Much of this spending is directed toward purchasing NVIDIA's data center processors, which play a crucial role in developing and running AI models.
The Prospects of Investment Returns
Huang emphasized that AI has already brought returns to early adopters. He believes that as more data centers are established, the returns for customers will become even more significant. This indicates that despite market fluctuations, the prospects for AI investment remain bright.