Nvidia’s Jensen Huang says AI may need a billion times more compute

The Nvidia CEO argues reasoning and agentic AI are driving compute demand far beyond what earlier models required Nvidia CEO Jensen Huang has a new number for the AI crowd, and it has a lot of zeros. He says AI may soon require a billion times more computing power for the problem-solving methods that run on GPUs. Huang’s argument rests on a shift in how AI works. Early large language models mostly predicted the next word in a sentence, fast and in a single pass. Newer reasoning and agentic systems behave differently. They break problems into steps, check their own work, and sometimes take actions on a user’s behalf. Huang has been building this case for a while.

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