Nvidia CEO Jensen Huang highlighted during a recent CNBC interview a growing demand for AI compute arising from large data centers testing frontier models. This emerging demand potentially represents a third major pillar for AI compute, alongside training and inference. Nvidia’s data-center infrastructure revenue has increased significantly, confirming the sector’s key role in the company’s growth. Market participants appear to view this development as indicative of growth prospects for companies heavily invested in AI infrastructure, such as Alphabet.
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