Jensen Huang explains why Nvidia will grow an astounding 70% next year
70% growth. Jensen Huang just telegraphed Nvidia's AI buildout trajectory through 2027—and what it means for chip supply bottlenecks.
Why it matters
Nvidia's CEO is publicly forecasting explosive growth tied to AI data-center expansion. This signals continued GPU scarcity, capital intensity of the AI compute buildout, and Huang's confidence in sustained demand—all critical for practitioners budgeting GPU infrastructure and for enthusiasts tracking the economics of frontier AI scaling.
The key facts
4 to knowJensen Huang forecasts 70% revenue growth for Nvidia in next year
Huang emphasizes Nvidia's diversified exposure across AI/data-center segments
CEO denies circular-deal accusations (addressing competitive/regulatory concerns)
Published Sep 2026 (forward guidance from active company leader)
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Publisher excerpt: Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.