HomeNvidia Revenue Nears 10 Billion Yuan as Huang Renxun Addresses Architecture Delay Rumors
At a recent industry exchange event, NVIDIA CEO Jensen Huang signaled to investors that even as quarterly revenue approaches $100 billion, the company's growth momentum isn't slowing—it's accelerating. Addressing external concerns about rising competition from ASICs and evolving product roadmaps, management offered a confident response, reaffirming NVIDIA's core strengths in the AI computing market.
Huang explicitly denied market rumors that the next-generation flagship architecture, Rubin Ultra, would be delayed until 2028. He emphasized that Rubin Ultra remains on schedule for shipment next year. While some rack designs are undergoing architectural optimization to meet the demands of large-scale computing clusters—such as new designs supporting 800V high-voltage power supply and rack-to-rack optical interconnect technology—these are part of normal R&D iteration and do not affect the overall release timeline.
A shift in customer structure was a key highlight of the exchange. According to disclosed information, a cutting-edge AI model project that previously relied heavily on self-developed ASIC chips now uses nearly 50% of its computing power from NVIDIA GPUs. This shift counters claims that NVIDIA is losing its competitive edge and underscores the significant advantages of NVIDIA's full-stack solution in controlling "Token costs" for both training and inference workloads.
In terms of business growth drivers, NVIDIA is focusing on diversification. Beyond traditional hyperscale cloud service providers, AI labs, sovereign AI initiatives, and enterprise customers are becoming new growth engines. The company notes that as governments worldwide prioritize local computing infrastructure, these emerging markets tend to adopt NVIDIA's highly integrated platform solutions.
Additionally, NVIDIA is accelerating its penetration into the general-purpose server market. CPU business revenue is expected to reach $20 billion this fiscal year, and the next-generation Vera CPU is positioned to move beyond traditional management nodes, directly entering the broader general-purpose server computing market.
As its market value steadily approaches $5 trillion, NVIDIA's capital strategy is aligning with value investment logic. With strong free cash flow, the company is expected to increase stock buybacks in the future to reward shareholders. Morgan Stanley analysts point out that the biggest challenge NVIDIA now faces is no longer demand sustainability, but rather how to improve delivery efficiency under physical resource constraints like power, network, and cooling, turning massive orders into high-quality financial growth.
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At a recent industry exchange event, NVIDIA CEO Jensen Huang signaled to investors that even as quarterly revenue approaches $100 billion, the company's growth momentum isn't slowing—it's accelerating. Addressing external concerns about rising competition from ASICs and evolving product roadmaps, management offered a confident response, reaffirming NVIDIA's core strengths in the AI computing market.
Huang explicitly denied market rumors that the next-generation flagship architecture, Rubin Ultra, would be delayed until 2028. He emphasized that Rubin Ultra remains on schedule for shipment next year. While some rack designs are undergoing architectural optimization to meet the demands of large-scale computing clusters—such as new designs supporting 800V high-voltage power supply and rack-to-rack optical interconnect technology—these are part of normal R&D iteration and do not affect the overall release timeline.
A shift in customer structure was a key highlight of the exchange. According to disclosed information, a cutting-edge AI model project that previously relied heavily on self-developed ASIC chips now uses nearly 50% of its computing power from NVIDIA GPUs. This shift counters claims that NVIDIA is losing its competitive edge and underscores the significant advantages of NVIDIA's full-stack solution in controlling "Token costs" for both training and inference workloads.
In terms of business growth drivers, NVIDIA is focusing on diversification. Beyond traditional hyperscale cloud service providers, AI labs, sovereign AI initiatives, and enterprise customers are becoming new growth engines. The company notes that as governments worldwide prioritize local computing infrastructure, these emerging markets tend to adopt NVIDIA's highly integrated platform solutions.
Additionally, NVIDIA is accelerating its penetration into the general-purpose server market. CPU business revenue is expected to reach $20 billion this fiscal year, and the next-generation Vera CPU is positioned to move beyond traditional management nodes, directly entering the broader general-purpose server computing market.
As its market value steadily approaches $5 trillion, NVIDIA's capital strategy is aligning with value investment logic. With strong free cash flow, the company is expected to increase stock buybacks in the future to reward shareholders. Morgan Stanley analysts point out that the biggest challenge NVIDIA now faces is no longer demand sustainability, but rather how to improve delivery efficiency under physical resource constraints like power, network, and cooling, turning massive orders into high-quality financial growth.
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