Jensen Huang: Nvidia expects to sell twice as many chips next year as this year
firstadopter · x · 2026-09-17
Nvidia CEO Jensen Huang told the FT: "I expect Nvidia to sell twice as many chips this next year as we do this year," citing AI's broad economic benefits and investment appetite across nearly every country. The company has historically not given unit-growth commentary of this kind. Street consensus sits at $216B revenue for fiscal 2026 and $410B for fiscal 2027. The poster speculates Huang may mean more than GPUs — possibly including Vera CPUs and other product lines.
Related event: Jensen Huang Expects Nvidia Chip Sales to Double Next Year(2 posts)→
More from Infra
- Huawei unveils Peerium architecture and Atlas 960E SuperPoD scaling to 1M NPUs — pstAsiatech · 2026-09-18
- Agentic traffic now exceeds 70% of all inference traffic, says SemiAnalysis — NinaDSchick · 2026-09-18
- Qwen Flash breaks the big-memory myth: composable PCs make sense again — sn2006gy · 2026-09-18
- Four rate limiting algorithms explained in one visual guide — _jaydeepkarale · 2026-09-18
- Robotics startup Watney raises $80M to expand data-center-building robot fleet — Polymarket · 2026-09-18
- GLM's blog on building its own inference infra read as a shot at Dario — Elux91 · 2026-09-18