Nvidia breaks sales record: AI chips in the storm of demand!

Nvidia breaks sales record: AI chips in the storm of demand!

Krone AT, Österreich - an impressive high flight for Nvidia! On Wednesday, the CEO Jensen Huang announced that the demand for the new high-performance processors for artificial intelligence, the so-called "Blackwell" chips, which brings sales forecasts. Sales with these chips have already reached several billion dollars in the first few months of their mass production, which is a new record for the company. Huang described the development of the AI ​​as "fast -moving", while the forecasts for the current quarter are astonishing $ 43 billion, which exceeds the predictions of the analysts of $ 41.78 billion. Already in the last quarter, NVIDIA was able to achieve an increase in sales of 78 percent compared to the previous year to $ 39.3 billion, whereby the sales in the area of ​​data centers were almost doubled to $ 35.6 billion, reported Krone .

US competition and Chinese challenges

Not everything goes smoothly. The introduction of the Chinese AI platform "Deepseek" has raised concerns about Nvidia's growth expectations. Although this platform needs a comparable performance, it does not require much less arithmetic power, which has investors hesitate whether the construction of new AI data centers is still necessary. Ivana Delevska, chief investor of the asset manager Spear Invest, expressed these fears. However, Huang sees “Deepseek” a chance for Nvidia, since the new technology of the Chinese developers increases the need for his chips. He argued that these AI models need up to 100 times more computing power than previous software versions, which strengthens Nvidia's dominance on the market, such as Manager magazin reported.