Nvidia CEO Jensen Huang said the chipmaker's share of business at artificial intelligence firm Anthropic is growing rapidly, underscoring strong demand for its AI infrastructure.
Speaking at the Goldman Sachs conference, Huang also said shipments of Nvidia's Grace Blackwell systems increased 27% month-on-month, pointing to continued momentum in the company's latest AI computing platform.
Huang identified cybersecurity as the next major use case for artificial intelligence, highlighting the expanding applications of AI beyond data centres and generative AI.
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The Grace Blackwell platform combines Nvidia's Grace CPU, based on Arm architecture, with its Blackwell GPU. It is designed for large-scale AI workloads and is deployed in systems such as the GB200 NVL72, which uses rack-scale configurations for data centre applications.
The shipment increase comes as Nvidia continues to face strong demand from cloud providers and companies building AI infrastructure. Huang has previously said demand for Blackwell products has exceeded the company's ability to supply them.
Nvidia's ability to increase Blackwell shipments is being closely watched as rivals including AMD and Intel seek to gain ground in the AI accelerator market. Hyperscalers are also developing their own AI chips to reduce reliance on external suppliers.
The Grace Blackwell ramp-up is also influencing data-centre infrastructure, with high-end systems requiring advanced cooling and power capacity to handle increasingly intensive AI workloads.
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While Huang cited a 27% month-on-month increase in Grace Blackwell shipments, the specific figure was not independently detailed in Nvidia's earnings disclosures cited in the available material.
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