Future TechnologyNvidia Forecasts 70% Growth and Jensen Huang Has Receipts
Future Technology
New article published
HARDWARE
Nvidia Forecasts 70% Growth and Jensen Huang Has Receipts
When Jensen Huang says Nvidia is going to grow 70% next year, you probably expect some vague hand-waving about AI demand. What you get instead is a fairly detailed case for why the chip giant believes it is still in the early innings of something enormous, and it is harder to dismiss than you might expect.
Key Takeaways
- Jensen Huang projected 70% revenue growth for Nvidia in the coming year
- Sovereign AI infrastructure programmes across multiple governments are a significant demand driver
- Nvidia faces circular investment accusations; Huang argues venture positions are small relative to chip revenue
- Custom silicon from Google, Amazon and Meta is a long-term threat, slowed by high CUDA switching costs
You received this because you subscribe to Future Technology.