Observed Signal · Sep 10, 2026 · Earnings Report · Source: techcrunch · Impact: 4/5 · Sentiment: Positive
Nvidia CEO predicts 70% revenue growth amid AI infrastructure surge
At the Goldman Sachs Communacopia + Technology conference, Nvidia CEO Jensen Huang reiterated his forecast of 70% year-over-year revenue growth for the next fiscal year, driven by soaring demand for AI infrastructure. Huang emphasized that Nvidia's products are no longer simple chips but massive computing systems costing up to $8.5 million, with thousands shipped. He cited 27% month-over-month growth for the GB200 NVL72 system, combining Grace CPUs and Blackwell GPUs. Huang also addressed concerns about competition from hyperscalers and AI labs building their own chips, as well as startups like Cerebras and Etched, asserting Nvidia's foundational role across the AI ecosystem. He dismissed criticisms of 'circular' investments, claiming $100 billion in verified contracts from AI companies. The company expects to end the current fiscal year at around $400 billion in revenue, with 70% growth implying approximately $680 billion next year.
Major platform (Nvidia) providing bullish revenue guidance impacts AI infrastructure cost and capabilities across AdTech/MarTech, signaling continued growth in AI-dependent advertising technologies.
Wichtigste Kernpunkte & Evidenz
- Nvidia CEO Jensen Huang reiterated 70% year-over-year revenue growth guidance for next fiscal year.
- Nvidia expects around $400 billion revenue this fiscal year, implying ~$680 billion next year.
- The GB200 NVL72 system, combining 36 Grace CPUs and 72 Blackwell GPUs, saw 27% month-over-month sales growth.
- Huang claims Nvidia tracks every gigawatt of data center capacity globally.
- Huang cited $100 billion in verified contracts from AI-native companies, dismissing 'circular deals' criticism.
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