NVIDIA Corporation CEO Jensen Huang marked a significant moment during GTC 2025, describing it as the “Super Bowl of AI.” He emphasized the four crucial waves of artificial intelligence that are shaping the industry’s future and addressing the increasing computational needs.

The Four Waves of AI According to Jensen Huang

1. Perception AI (10 years ago):
   Focused on basic tasks like speech recognition and image classification.
2. Generative AI (Last 5 years):
   Characterized by models producing text and images, like ChatGPT and DALL-E.
3. Agentic AI (Current phase):
   Emphasizes autonomous digital interactions and requires significantly more computational resources.
4. Physical AI (Future phase):
   Envisions the integration of AI in real-world applications, such as humanoid robots.

NVIDIA’s Response to Rising Computational Demands

Huang highlighted NVIDIA’s proactive efforts to meet the growing need for computational power. Specifically:

• NVIDIA’s Hopper GPUs: Temporarily peaked at 1.3 million units shipped for top cloud services including AWS and Google.
• Upcoming Blackwell GPUs: Set to launch in 2025 with orders for 3.6 million units already secured.

This rapid growth underlines AI’s transformative point, indicating broader adoption of advanced technologies.

Implications for Investors and Technology Markets

Investors see the acceleration of AI trends positively:

• Cloud Providers aggressively expanding AI infrastructure are well-suited to meet growing demand.
• NVIDIA’s prominent role positions it as a key player benefiting from this technological shift.
• The increasing reliance on Agentic AI signals an uptrend in GPU demand.

Conclusion

Huang’s outlook marks a pivotal change in the technological landscape, with NVIDIA standing at the forefront. As demand surges for advanced GPUs, NVIDIA’s positioning is crucial for investors and technology enthusiasts alike. Tracking innovations in AI will be vital for understanding market dynamics.