Jensen at GTC Paris analyst session:

This is huge for $NVDA

Jensen at GTC Paris analyst session:

- We estimate approximately $1.5 trillion in accelerated data center demand.
- We believe most ASIC projects will ultimately be cancelled.
- We expect to sell hundreds of billions of GB200/300 units.

What would… *****Vtc7ZpwyDR

— The AI Investor (@The_AI_Investor) June 11, 2025

所有跟帖： 

• In GTC USA, he said 1 Trillion... now it's 1.5 Trillion -BrightLine- ♂ (0 bytes) () 06/11/2025 postreply 10:31:36