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Nvidia CEO heralds ‘inference inflection’ as next phase of AI boom backed by $1 trillion in orders
At GTC 2026, Nvidia CEO Jensen Huang announced a shift to AI inference as the next boom phase, forecasting a $1 trillion chip order backlog by year-end. Nvidia licensed Groq's inference tech in a multi-billion deal and hired its engineers to dominate efficient post-training AI responses. This positions Nvidia beyond training dominance into real-time AI applications powering chatbots like ChatGPT.
Why it matters
Inference is exploding as AI moves from training hype to practical, trillion-dollar deployment—Nvidia's pivot cements its moat.