Nvidia's Jensen Huang highlights progress in AI scaling and rising demand for Blackwell chips

Nvidia CEO Jensen Huang addressed concerns about AI model scaling during the company's third-quarter earnings call. He stated that the three key elements of AI scaling are progressing, despite recent reports suggesting a slowdown in model improvements. Huang emphasized that AI can now generate synthetic data and improve its own training, which broadens the scope of scaling beyond just data quantity. He highlighted new strategies, like "chain of thought reasoning," that enhance model performance. Nvidia's new Blackwell chips are expected to meet the growing demand for computing power. Huang noted that the next generation of foundation models will require significantly more Blackwell chips than previous models needed.