Jensen Huang explains why Nvidia will grow an astounding 70% next year

摘要: Founder, CEO, and tireless Nvidia hype man Jensen Huang told attendees at the Goldman Sachs Communacopia + Technology conference on Thursday why his c

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Founder, CEO, and tireless Nvidia hype man Jensen Huang told attendees at the Goldman Sachs Communacopia + Technology conference on Thursday why his company’s AI domination — and revenues — will continue its record-breaking growth streak through the end of next year.

He can see the future.

There’s been endless hand-wringing over whether Nvidia’s party will end as it faces increasing competition for GPUs and AI chips from all directions: the hyperscalers (Amazon, Microsoft, and Google, each building their own) and the AI labs (Anthropic and OpenAI, which are building their own), as well as from

newly public competitor Cerebras

and startups such as

.

“Most people think Nvidia builds a chip. I mean, you need airplanes to ship what we build,” Huang said, adding that the company continues to battle a perception from its early days. Nvidia invented the GPU, which back then were largely sold to consumers to improve PC gaming. “One GPU now is not $399. It’s $8.5 million dollars. That’s one GPU, all connected with NVLink, 2 million parts, right? 250,000 kilowatts. That’s a GPU, and we ship thousands of them.”

He added that orders for just one product,

a computer system

that combines 36 Grace CPUs with 72 Blackwell GPUs, is currently experiencing 27% month-to-month sales growth.

Huang didn’t limit his bullish view to current sales though. He took the opportunity to reiterate Nvidia’s revenue outlook for next year — guidance the company

provided last month

when it reported yet another record-breaking revenue quarter. That’s when he first said revenue could grow by 70% next year.

“I think we could grow 70% year over year. We’re confident about that,” Huang said again on Thursday. Analysts expect the company to end its current fiscal year at about $400 billion in revenue. So 70% growth would mean around $680 billion next year.

Huang explained why he’s confident: His company is so embedded in every area of AI that he believes he can see the future.

来源: TechCrunch AI