Has a great cost to Reasoning heor one who can provide a step -by -step separation of his thought process along with an answer.

Director General of Nvidia Jensen Huang told cnbc On Wednesday, next generation model he capable of reasoning through problems before reaching a response, such as Chatgpt 4o AND Grok 3Look for the “100 times more” computing power, or as much as 100 times the number of nvidia chips than the older models of it.

This results in increased demand and higher sale for nvidia chips, which sell for up to $ 70,000 eachto support those reasoning skills. Nvidia holds between 70% to 95% of the market for chips.

“We are only at the beginning of the era of reasoning,” Huang Cnbc after chipmaker he Fourth Quarter Profit Report. “All these patterns of reasoning he now needs much more calculation than what we are used to.”

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In the interview, Huang demanded a high request for Chip Blackwell he to Nvidia, which had an income of $ 11 billion in the fourth quarter, the first quarter outside. Nvidia data center revenues, which strengthen the systems of it for companies such as Meta, Microsoft and Amazon, almost doubled from last year to reach $ 35.6 billion – and Huang says the growth is decided to continue.

“This year's capital investments for databases are much larger than last year,” Huang CNBC told.

Meta and Microsoft, who are some of Nvidia's largest clients, have already engaged billions of dollars this year to spend on the infrastructure of it as databases. Meta stated that he would spend up to $ 65 billion in him while Microsoft said he would spend $ 80 billion.

^{Director General of Nvidia Jensen Huang. Photo by Patrick T. Fallon / AFP through Getty Images}

Nvidia defeated Wall Street ratings Wednesday with her The last profit report. The giant I reported that quarterly income increased 78% to $ 39.33 billion compared to a year ago. Revenue was higher than Wall Street estimates of $ 38.05 billion.

In calling the profits, Nvidia Colette Kress main financial officer reiterated Huang's message about increasing computing power, and the relevant Nvidia chips, required to promote him reasoning.

“He with long thoughts, he can require 100 times more account of the task compared to the conclusions with one blow,” Cresm to investors told.

Nvidia is the second largest company in the world, with a market hat of over $ 3.1 trillion at the time of writing.

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