ChipsSeptember 17, 2026via CNBC Technology
Jensen Huang says Nvidia will sell twice as many chips next year
Why it matters
Nvidia's demand signal for the next 18 months directly shapes enterprise AI deployment timelines, cloud capacity planning, and competitive pressure on AMD and other accelerator makers. A doubling forecast signals sustained mega-scale AI infrastructure investment and suggests current compute scarcity will persist longer than some predicted.
Key signals
- Jensen Huang forecasts 2x chip shipments in 2027
- 6-quarter growth guidance from Nvidia leadership
- Latest in series of bullish Nvidia demand signals
- Published September 17, 2026
The hook
Jensen Huang just guided to 2x chip shipments next year. That's not hype—that's the compute buildout accelerating.
Huang's comment is the latest forecast from Nvidia and points to continuing massive growth for the next six quarters.