Nvidia CEO Jensen Huang discusses AI's future at GTC 2025
GTC 2025, heralded as 'AI Woodstock,' is being hosted at SAP Center in San Jose, Calif. Huang's keynote has been focused on the company's advancements in AI and his predictions for how the industry will move over the next few years.
Huang said demand for GPUs from the top four cloud service providers is surging, adding that he expects Nvidia's data center infrastructure revenue to hit $1 trillion by 2028. He also announced that U.S. car maker General Motors would integrate Nvidia technology in its new fleet of self-driving cars.
The Nvidia head also unveiled the company's Halos system, an AI solution built around automotive — especially autonomous driving — safety.
'We're the first company in the world, I believe, to have every line of code safety assessed,' Huang said.
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I returned to work last week after a brief sabbatical and Silicon Valley, in my absence, has gone and truly lost its mind. Tales of $100 million — even $200 million — pay packages for software developers ricochet through the Valley as AI-induced mania scales new heights. The value of chip giant Nvidia has just crossed the $4 trillion threshold, a 12-fold increase in just 30 months that has turned an estimated 80 per cent of its workforce into millionaires. And then, of course, there are the start-ups. Thinking Machines Lab, a company started by OpenAI co-founder Mira Murati a mere five months ago, has raised $2 billion in funding at a valuation of $10 billion (£7.5 billion). This company has neither product nor revenue. What it does have is a collection of big brains who once worked at OpenAI. 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Reid Hoffman, the billionaire LinkedIn founder and early Meta investor, said last week: 'The talent race, to your average American, looks crazy — the amount of money you're paying individuals in order to do this.' But he added: 'If you invent the thing that essentially — for example, my own start-up, Manas AI, is trying to cure cancer — transforms industries, and if you think this individual is the one to do it, then it begins to get more economically rational.' • Don't fear AI: used well, it can empower us all There is, of course, another option — that AI sets off a more gradual and messy transformation, much like the internet just before the dotcom blowout, when most companies crashed and burned but a few generational start-ups emerged from the chaos. That appears to be the view of Peter Thiel, another billionaire techie. 'My place holder is that it's roughly on the scale of the internet in the late '90s,' he said recently. 'It might be enough to create some great companies. 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