Nvidia CEO Huang Renxun: Demand for AI is very high, the competition has already begun.

On August 27, after the US stock market closed, Nvidia released its financial report for the second quarter of the 2026 fiscal year. Nvidia CEO Jensen Huang said in a performance briefing after the report that the demand for AI is very high, and there are significant and rapid growth opportunities in the future with unlimited prospects. "The AI competition has already begun, and Blackwell is the core platform of this competition," he said. Huang added that Blackwell is the long-awaited AI platform globally, achieving remarkable intergenerational leaps, and the mass production of Blackwell Ultra is progressing rapidly with exceptionally strong demand. Nvidia's NVLink rack-level computing has revolutionary significance, as its arrival comes at a time when AI models for inference are driving training and inference performance to grow exponentially. In terms of the competitive threat posed by ASIC chips, Huang stated that Nvidia is now offering complex product systems, not just chips. Nvidia's technology is present in all clouds and is more energy efficient.