Nvidia just made $14 billion worth of profit in a single quarter thanks to AI chips, and it’s hitting the gas from here on out: Nvidia will now design new chips every year instead of once every two years, according to Nvidia CEO Jensen Huang. “I can announce that after Blackwell, there’s another chip. We’re on a one-year rhythm,” Huang just said on the company’s Q1 2025 earnings call.
Customers will “easily transition from H100 to H200 to B100” in their existing data centers, he says. Huang also shared a couple of his sales pitches on the call by way of explaining the incredible demand for Nvidia’s AI GPUs: > We expect demand to outstrip supply for some time, as we transition to H200, as we transition to Blackwell. Everyone’s anxious to get their infrastructure online.
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