Nvidia CEO Jensen Huang has announced a successful first quarter for the company’s Blackwell AI chip, with sales reaching billions of dollars. He said that the strong performance underscores the rapidly growing demand for advanced AI infrastructure boosted by models like Grok-3 and DeepSeek R1.
“With resenting AI, we’re observing another scaling law, inference time or test time scaling, more computation. The more the model thinks the smarter the answer. Models like OpenAI, Grok 3, DeepSeek-R1 are reasoning models that apply inference time scaling. Reasoning models can consume 100x more compute,” Huang stated at Nvidia’s Q1 earnings call.
Huang on Blackwell chips
“We successfully and incredibly ramped up Grace Blackwell, delivering some $11 billion of revenues last quarter. We’re going to have to continue to scale as demand is quite high, and customers are anxious and impatient to get their Blackwell systems,” Huang stated at Nvidia’s Q1 earnings call.
“The next train is on an annual rhythm and Blackwell Ultra with new networking, new memories, and of course, new processors, and all of that is coming online,” he added
Huang highlighted the “light speed” pace of AI development, emphasising the transformative potential of agentic AI and physical AI. Agentic AI refers to AI systems capable of independent action and decision-making, while physical AI involves embedding AI capabilities into physical objects and environments.
“AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionise the largest industries,” he added.
Huang also said that Blackwell Ultra is coming in the second half.
“As you know, the first Blackwell was we had a hiccup that probably cost us a couple of months. We’re fully recovered, of course,” he said.
