💡Inferencing is already 40% of Nvidia's revenues and will drive growth.
🚀Supply constraints for next-gen GPU indicate strong momentum.
📈Scenarios beyond 2025 include gradual spending increase, exponential acceleration, or deceleration in AI.
💻Competition from specialized chips exists, but GPUs offer flexibility.
🔮Blue sky scenario could double AI chip revenues and significantly increase Nvidia's share price.
What is the current focus of Nvidia's AI business?
—Nvidia's current focus is on inferencing, which already accounts for 40% of their revenues.
What does supply constraints indicate for Nvidia?
—Supply constraints indicate strong momentum for Nvidia, especially for their next-gen GPU.
What are the scenarios for Nvidia beyond 2025?
—Scenarios beyond 2025 include gradual spending increase, exponential acceleration, or deceleration in AI.
What is the competition like for Nvidia in the AI chip market?
—There is competition from specialized chips, but GPUs offer flexibility and are the majority of spending on AI chips.
What is the blue sky scenario for Nvidia's AI business?
—In a blue sky scenario, AI chip revenues could double, leading to a significant increase in Nvidia's share price.
00:00Nvidia's visibility for AI space is strong, with inferencing driving growth.
00:30Supply constraints for next-gen GPU indicate strong momentum.
01:30Scenarios beyond 2025 include gradual spending increase, exponential acceleration, or deceleration in AI.
02:20Competition from specialized chips exists, but GPUs offer flexibility.
03:10In a blue sky scenario, AI chip revenues could double, leading to a significant increase in Nvidia's share price.
