Svmuu News: NVIDIA CEO Jensen Huang engaged in a wide-ranging and in-depth discussion with AXIOS co-founder Mike Allen on the current state of artificial intelligence. Huang noted that although the chip industry has long been subject to cycles of boom and bust, “this time is different.”Even considering the chip industry’s historically highly cyclical fluctuations (as shown in the figure), the current boom still has room to grow.
When asked whether the industry is on the verge of a downturn, Huang replied, “No, that won’t happen for some time.This time is different because it is not demand-driven.” Jensen Huang further explained that the current AI boom is not driven by consumer demand, which has long been the industry’s primary driver. The current AI boom is industry-driven, meaning that the core technology of computers is undergoing a transformation.We need to establish an entirely new layer of infrastructure on a global scale. We already have energy, the internet, roads, and railways; now we need to build an “intelligence layer”—that is, an additional layer of infrastructure on top of these foundations. And this layer of infrastructure relies on chips. I believe our semiconductor industry may need to be five to ten times larger than it is now… The industry is currently too small.Everything is in extreme short supply because this is not a cyclical issue, nor is it driven by consumer demand; rather, it stems from fundamental, infrastructure-related factors. Consequently, the entire industry is facing shortages. I believe we must scale up this industry several-fold. (Jin Shi)