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On August 27, NVIDIA CEO Jensen Huang commented in the company's quarterly report that artificial intelligence has reached a turning point. AI is now performing genuinely useful work, and the tokens it generates are creating productivity and profit. Currently, computing power equals revenue, and demand continues to accelerate. A year ago, infrastructure development was primarily driven by a single AI lab. Today, we are entering a golden age of new AI labs and startups, with several leading AI labs simultaneously scaling up, and a thriving ecosystem of open models. Physical AI is also beginning to be applied. The United States and the world are maintaining strong momentum. AI infrastructure development is advancing at full speed. The fully operational Vera Rubin was built for this moment.

On August 27, NVIDIA CEO Jensen Huang commented in the company's quarterly report that artificial intelligence has reached a turning point. AI is now performing genuinely useful work, and the generated tokens are creating productivity and profits. Currently, computing power equates to revenue, and demand continues to accelerate. A year ago, infrastructure development was primarily driven by a single AI laboratory. Today, we are witnessing a golden age for new AI laboratories and startups, with several leading AI labs simultaneously scaling up, an open model ecosystem thriving, and practical AI beginning to be applied. The United States and the world are maintaining strong momentum. AI infrastructure development is advancing at full speed. The fully operational Vera Rubin has been built for this moment.

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