Nvidia Enterprise-Grade "Lobster" NemoClaw Unveiled; Global AI Data Center Revenue to Reach Trillion Dollars by 2027

WealthCoffee · 2026-03-17T01:51:38+00:00

Nvidia CEO Huang Jen-hsun pointed out at the 2026 GPU Technology Conference that AI collaboration will significantly increase inference demands. He believes that tokens will become hard currency, computing power will drive enterprise revenue, and data centers will transform into systems that directly generate income.

WealthCoffee

2026-03-17 01:51:38

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【Caixin News】 “As AI begins to collaborate with each other, the demand for reasoning will experience a new magnitude of growth.” On March 16, local time, during the keynote speech at the 2026 GPU Technology Conference (GTC), NVIDIA founder and CEO Jensen Huang described the next stage of artificial intelligence development in this way.

In this speech, Huang also made a disruptive judgment: tokens are commodities, and computing power is the revenue of enterprises. He believes that as AI shifts from model training to reasoning and agent applications, data centers will no longer be just cost centers but will become production systems that directly generate revenue.

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