Nvidia CEO Says AI Computing Needs to Surge 100-Fold

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By Steven Rosenbush and Isabelle Bousquette

(The Wall Street Journal) — Chief Executive Jensen Huang tried to quell investor concerns about the artificial intelligence boom Tuesday at an event he dubbed “the Super Bowl of AI.”

The world will need 100 times more computing power for advanced AI than it considered necessary a year ago, he said at a conference that has grown from a sleepy chip developer gathering in Silicon Valley into a rock-concert-like event that filled a hockey arena.

AI expansions into models that can “reason” and act as “agents” to carry out tasks for hu-mans will require far greater computational firepower, which comes from the kinds of chips that Nvidia manufactures.

“This last year, this is where almost the entire world got it wrong,” he said. Nvidia shares have been volatile since the release of DeepSeek in January, a model released by a Chine-se startup that said it had built sophisticated AI models that required fewer of Nvidia’s chips. That led some investors to question whether future AI systems will need fewer Nvidia chips for training and day-to-day operations.