An analyst says Nvidia is leading the AI revolution in what appears to be a "1995 moment."
Vincent Thian/AP
- Nvidia CEO Jensen Huang discussed AI infrastructure ROI with Goldman Sachs CEO David Solomon.
- Huang said AI cloud computing providers make $5 for every $1 they spend on GPUs.
- He predicts a shift to smaller energy and cost-efficient, liquid-cooled datacenters in the next decade.
"What Nvidia's really good at is creating new markets," Nvidia CEO Jensen...