Nvidia's CEO, Jensen Huang, emphasized that o1, or test-time scaling, is a revolutionary development for AI, potentially reshaping Nvidia’s growth in AI inference.
During the earnings call, Huang addressed concerns from analysts about the shift in AI model development strategies and reaffirmed Nvidia's strategic positioning amid evolving technologies.
Both Huang and Nadella acknowledged that the AI industry is experiencing transformative changes, with Nvidia's chips remaining a leading choice, despite increasing competition.
Amid rising competition in AI inference, Huang reassured investors about Nvidia's capacity to adapt and lead in an evolving technological landscape.
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