On September 12, Jensen Huang, CEO of Nvidia, told Solomon, a Goldman Sachs technology forum, that demand for the latest generation of Blackwell chips is strong, and Nvidia will be expanding capacity in the fourth quarter.

"Customer demand for Blackwell is overwhelming, all companies want to be the first to have it, everyone wants the most capacity, everyone wants to be ahead," Huang said. He explained that Nvidia's advantages in algorithm optimization and architectural consistency can significantly improve customers' total cost of ownership and competitiveness.

Huang also predicted that the pace of innovation in the AI computing space will continue to accelerate. Through the development of a diverse combination of chips and technologies, Nvidia will achieve a significant performance boost every two years, maintaining its leadership position in the market.