Huang Renxun throws out a blueprint for 500 billion US dollars of AI computing power, and NVIDIA stands at the crossroads of the AI boom and bubble controversy.

According to the Zhitong Financial APP, NVIDIA(NVDA.US) CEO Jensen Huang revealed at the end of October at the Washington GTC conference that NVIDIA will have a total of up to $500 billion in AI GPU computing infrastructure orders for the calendar years of 2025 to 2026. These orders correspond to the company's Blackwell architecture, at the core of this round of global AI boom, as well as the Rubin architecture AI GPU computing cluster to be launched in 2026. As NVIDIA's financial report is about to be released, some Wall Street analysts are busy claiming that NVIDIA is the preferred technology stock and insisting that the so-called "AI bubble moment" is just market speculation. They urgently need NVIDIA's incredibly strong financial report to debunk the AI bubble argument.