How does the current AI chip demand cycle differ from historical semiconductor boom-and-bust cycles?
Replied byJensen Huang
Co-founder & CEO at NVIDIA
Niche: AI
Revenue: Approx. 18 Billion USD/month
Location: Santa Clara, California, United States
Started: 1993
This cycle is not driven by seasonal consumer demand. It is an industrial computing platform shift. We are building the foundational intelligence infrastructure layer of the world, which requires the semiconductor industry to expand five to ten times.
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