辉达（Nvidia）执行长黄仁勋在高盛科技会议上表示，网路资安将成为人工智慧的下一个重要应用市场。随著AI模型加速自动化电脑程式编写，程式码被漏洞利用与需要修补的频率急遽上升，这正对传统防御系统造成颠覆性影响，同时也激发出庞大的市场防护需求。

面对外界对人工智慧数据中心巨额资本支出能否带来相应经济效益的质疑，黄仁勋先前发布的长期预测提振了华尔街的信心。然而，辉达频繁的投资并购行动，包括近期宣布以约130亿美元收购AI新创公司Hugging Face，引发了市场对于可能造成产业竞争失衡或扭曲的疑虑。

针对外界质疑部分投资具循环性质的担忧，黄仁勋予以驳斥，坚称辉达是依据客户的实际需求进行明智投资，投资回报显著且风险极低。他强调，辉达在投入资金前必须确认该项目为「十拿九稳」的标的，并且已经具备排队等待的稳定客户群。

Nvidia CEO Jensen Huang stated at a Goldman Sachs technology conference that cybersecurity is poised to become the next major use case for artificial intelligence. He noted that AI-driven automation in computer programming is disrupting the cybersecurity industry, as vulnerabilities in rapidly generated code emerge and require remediation at an unprecedented pace, driving massive market demand.

Despite Wall Street's growing confidence fueled by Nvidia's strong long-term forecasts, the company continues to face scrutiny over whether massive capital expenditures in AI data centers will yield proportional economic returns. Additionally, aggressive deal-making, such as the roughly $13 billion acquisition of startup Hugging Face, has raised industry concerns regarding potential market distortions. (Key numbers: 130)

Huang dismissed allegations of circular financing, asserting that Nvidia acts as an informed investor responding to fundamental customer demand and generating substantial returns without taking unwarranted risks. He emphasized that the company only deploys capital into 'sure thing' investment targets where clear lines of paying customers are already established.