Overview
- Nvidia CEO Jensen Huang said Thursday at the Goldman Sachs Communacopia + Technology Conference that cybersecurity will be AI’s next ‘‘blockbuster’’ application, with systems that run continuously to find vulnerabilities and stop attacks.
- The company has moved from chips toward product partnerships to capture that market, including the SafeMind system built with CrowdStrike that runs on Nvidia’s Nemotron models and integrations with Cisco and Palantir.
- Huang reiterated Nvidia’s guidance for roughly 70% year-over-year revenue growth for the coming year and said unconstrained demand is tracking above 100% while supply capacity remains the binding limit.
- He identified land, electrical power and data-center real estate as the main bottlenecks for scaling AI and disclosed a planned 2-gigawatt data-center commitment in Australia tied to about $80 billion of infrastructure investment.
- Huang pushed back on high-end existential warnings about AI as ‘‘complete nonsense’’ and suggested some of the heightened talk about AI-driven cyberthreats is linked to companies preparing to launch products, a claim set against recent researcher resignations and reports of rogue AI agents.