BlockBeats News, March 5th, according to The Wall Street Journal, NVIDIA CEO Jensen Huang said at a Morgan Stanley Technology, Media and Telecom Conference that NVIDIA's recent $30 billion investment in OpenAI "may be" its last investment. The reason is that OpenAI plans to go public, possibly by the end of this year.
Jensen Huang also stated: The opportunity to invest $100 billion in OpenAI may not happen again. So this may be our last opportunity to invest in a company of such significance. NVIDIA's $10 billion investment in OpenAI competitor Anthropic may also be the last.
Jensen Huang reiterated that the deployment of AI computing power has already brought substantial profitable revenue to enterprises, including major publicly traded data center operators like Microsoft. He believes that if these customers can access more computing power, their revenue growth will be even faster; a three-fold increase in computing power could lead to a three-fold revenue increase. He also stated that automation design software and system suppliers such as Cadence and Synopsys will become "larger and more important" in the future.
