NVIDIA Corporation (NASDAQ: NVDA) CEO Jensen Huang described GTC 2025 as the “Super Bowl of AI,” marking a pivotal moment for the artificial intelligence industry. During his keynote, Huang outlined four distinct waves of AI evolution and addressed the growing computational demands that define the current phase of development.
The Four Waves of AI According to Jensen Huang
Perception AI (Initiated ~10 years ago):
Focused on basic tasks like speech recognition and image classification.
Generative AI (Last 5 years):
Characterized by models like ChatGPT, MidJourney, and DALL-E that generate text and images based on predictive patterns.
Agentic AI (Current phase):
Focuses on autonomous digital interactions and complex reasoning models that perform tasks independently.
Huang emphasized that Agentic AI requires 100x more tokens and computational resources than initially anticipated due to the intricate steps involved in reasoning processes.
Physical AI (Future phase):
Envisions AI integration into real-world applications such as humanoid robots and advanced automation systems.
AI’s Computational Demand and NVIDIA’s Response
Huang highlighted that the rapidly increasing demand for computational power is being addressed effectively. Notably:
NVIDIA’s Hopper GPUs peaked at 1.3 million units shipped in a year for top cloud service providers such as Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), and Google (NASDAQ: GOOGL).
For NVIDIA’s upcoming Blackwell GPUs, scheduled for 2025, the company has already secured orders for 3.6 million units — a nearly threefold increase.
Huang stressed that this exponential growth underscores AI’s inflection point, where the technology is rapidly becoming more powerful, accessible, and widely adopted.
Key Implications for Investors and Tech Markets
Cloud Service Providers (AWS, Azure, Google Cloud, etc.) are scaling their AI infrastructure aggressively to meet rising computational demands.
NVIDIA’s dominance in the AI hardware segment positions it as a key beneficiary of this technological shift.
The development of Agentic AI — with its increased reliance on tokens and reasoning models — suggests higher demand for GPUs and accelerated data center expansion.
Relevant FMP APIs for Tracking AI-Driven Market Trends
? Stock Market Data APIMonitor NVIDIA’s stock performance alongside key players like Amazon, Microsoft, and Google to assess AI-related market trends.
? Earnings Calendar APIStay updated on upcoming earnings reports from NVIDIA and other AI-focused firms to track revenue growth driven by increased GPU sales.
Conclusion
Jensen Huang’s assertion that AI has reached its “inflection point” signals a transformative era for technology, with NVIDIA playing a central role. As demand for powerful GPUs continues to surge — particularly for Agentic AI applications — NVIDIA’s strategic positioning makes it a crucial player in this evolving landscape. For investors and tech enthusiasts, this underscores the importance of tracking NVIDIA’s growth alongside broader AI market trends.
