NVIDIA Earnings Call: Amazon to Deploy 2 Million Additional GPUs; Vera Rubin Boosts Per-GW Output to $40 Billion

Jensen Huang characterized this round of AI investment as a "once-in-a-generation" platform shift, predicting AI will operate autonomously around the clock. Meanwhile, Huang voiced strong support for the $50 billion investment in frontier AI labs, stating bluntly that his "only regret is not investing earlier." Affected by rising memory component costs, the company acknowledged that gross margin will bottom out short-term at 71%-72% in Q4, but the full-scale emergence of "Agentic AI" is building an enormously promising incremental market.