GoKawiilJensen Huang reaffirms Nvidia's forecast of 70% revenue growth next year
At the Goldman Sachs Communicopia + Technology conference, Nvidia CEO Jensen Huang repeated the company's guidance that revenue could climb 70% year-over-year next year, building on roughly $400 billion expected this fiscal year to around $680 billion. He described Nvidia's GPU systems as massive, multimillion-dollar installations requiring airplanes to ship, and noted 27% month-over-month order growth for its combined Grace CPU-Blackwell GPU systems.
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The remarks come amid growing skepticism about whether Nvidia can sustain its dominance as hyperscalers like Amazon, Microsoft and Google, along with AI labs and startups such as Cerebras and Etched, develop their own chips. Huang's confidence signals that Nvidia believes its deep integration across the AI hardware stack gives it visibility into future demand that rivals can't easily replicate.
- Huang reiterated Nvidia's guidance of 70% revenue growth next year, implying roughly $680 billion in sales.
- Orders for Nvidia's Grace CPU-Blackwell GPU systems are growing 27% month-over-month.
- Huang argues Nvidia's broad embedding across AI infrastructure lets it foresee demand despite rising competition from hyperscalers and startups.
NVIDIA GeForce RTX 4070 Super Graphics Card — Huang's point is that Nvidia GPUs went from gaming cards to data-center scale systems anbut the consumer side is still where most of us meet the brand. A GeForce RTX 4070 Super brings Nvidia's current architecture, ray tracing and DLSS to your own desktop. It's the tangible version of the technology powering the AI boom the article describes.
See NVIDIA GeForce RTX 4070 Super Graphics Card on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: techcrunch.com — Julie Bort, 2026-09-10
Published there as: “Jensen Huang explains why Nvidia will grow an astounding 70% next year”
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