As the engine behind large language models (LLMs) like ChatGPT, Nvidia is finally reaping rewards for its early investment in AI.
Nvidia counts on China for about one-quarter of its revenue, including sales of its popular AI chip, the A100.
Nvidia Founder and CEO Jensen Huang shows CNBC's Katie Tarasov a Hopper H100 SXM module in Santa Clara, CA, on February 9, 2023.
Nvidia founders Curtis Priem, Jensen Huang and Chris Malachowsky pose at the company's Santa Clara, California, headquarters in 2020.
"We invented this new way of doing computer graphics, ray tracing, basically simulating the pathways of light and simulate everything with generative AI.