Jensen Huang Declares 'A New Industrial Revolution Has Started'- Sees 100x To 1000x Compute Demand Surge — $3–$4 Trillion 'Opportunity' For Nvidia

On Wednesday, Nvidia CEO Jensen Huang defended the company's dominant AI GPU platform, saying its full-stack architecture, ecosystem reach and performance-per-watt leadership make it irreplaceable, even as rivals Broadcom and Marvell Technology ramp up custom AI chip production to challenge its market position.