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🚀📈 A single interview comment from Jensen Huang sent $NVIDIA(NVDA.US) surging 7%: What I heard wasn't sentiment, it was a cycle judgment.

The market's reaction to Jensen Huang's interview yesterday was very direct — $NVIDIA(NVDA.US) surged 7% that day.
But what's truly important isn't the gain, but the several "time and structure" signals he released.

I've organized the key points. These contents are far more worthy of repeated consideration than the surface.

First, demand isn't saturated, it's being squeezed to the limit.

He said every GPU he sells is being used at 100%, and even 6-year-old GPUs are still seeing price increases.
The meaning of this statement is simple:
This isn't an inventory replenishment cycle, nor is it short-term speculation; it's computing power being fully occupied in real production environments for the long term.

Second, this is one of the largest infrastructure constructions in human history, and it's only just reached the middle stage.

Jensen Huang gave a very specific time judgment:
It will continue for another 7–8 years.

What does this mean?
It means AI isn't a "2–3 year hype," but a cross-generational reconstruction of computing power and software infrastructure. Right now, it might just be moving from the early stage to the middle stage.

Third, the form of software is undergoing fundamental change.

He put it bluntly:
Software is changing from a "tool" to an "agent."

This is a turning point underestimated by many.
A tool is used by people;
An agent makes decisions and executes tasks on behalf of people.

If this shift holds true, it could indeed be the biggest opportunity window in software history.

Fourth, there's "no friction" with OpenAI, but that's only half the story.

He emphasized smooth cooperation with OpenAI.
But frankly, his expression and tone still revealed a hint of nuance.

This is also normal.
When a supplier stands at the very top of the entire AI ecosystem, friction isn't a bad thing; it's a natural result of the power structure.

Fifth, the US must win the AI race.

This is no longer just a business judgment, but a positioning at the industry and national level.
Computing power, chips, and supply chains are being explicitly included in the category of "strategic assets."

Sixth, an overlooked but very realistic judgment.

He said plumbers and electricians will do well in the future.
You won't lose to AI,
but you will lose to people who know how to use AI.

This statement isn't motivational fluff; it's quite sobering instead:
AI isn't replacing everything; it's redefining the distribution of efficiency.

Seventh, a very easily overlooked but, in my opinion, crucial interjection.

Brad Gerstner mentioned:
xAI and OpenAI might go public within the next 12–18 months.

If we zoom in on this point, it's actually quite alarming.

My personal judgment is:
If several leading AI companies, plus super assets like SpaceX, go public around 2026,
letting the public market absorb trillions of dollars in new market capitalization,
then in terms of timing, it likely corresponds to a — cyclical peak, not a starting point.

It's not that the industry is ending, but that it's moving:
from "imagination pricing" to a stage of "capital absorption and digestion."

Looking at it overall, my feeling is very clear:
Jensen Huang wasn't "talking about a vision" this time; he was calibrating the timeline for the market.

AI is still on the road,
the infrastructure is far from complete,
but the pace, valuations, and the capital market's capacity to bear them will likely become increasingly important over the next two years.

📬 I will continue to track the relationship between $NVIDIA(NVDA.US), the AI infrastructure cycle, and the timing of leading company IPOs, focusing on when the trend continues and when structural shifts occur. Welcome to subscribe and join me in seeing the cycle clearly.

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