Nvidia's Jensen Huang: Confident in Customers' Cash Flow Growth as Investing in Computing Power Means Maximizing Revenue

格隆汇2026/02/26 02:05

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Glonghui, February 26｜After the US market closed on Wednesday, during Nvidia's earnings call, Nvidia CEO Jensen Huang, when asked about "how confident he is in customers' continued expansion of capital expenditures," stated that he is very confident in the growth of customers' cash flow. "The reason is simple: Agent AI has reached a turning point in its development, and its practicality has been widely validated among global enterprises, resulting in an explosive growth in demand for computing power. In the new era of AI, computing power equals revenue... Now every hyperscale enterprise understands this: capital expenditure is converted into computing power, and having the right architecture for computing power means maximizing revenue—computing power equals revenue."

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