Jensen Huang, CEO of Nvidia, has projected that the company's chip sales will double next year. Amid Nvidia's forecast of a 70% increase in revenue for the coming year, Huang has expressed confidence that demand for chips will grow rapidly due to a global expansion in AI investments.
On September 17, Huang spoke at a meeting with King Charles III of the United Kingdom and other key figures in the AI industry at Dumfries House in Ayrshire, Scotland. He stated, "Nvidia expects to sell twice as many chips next year as this year, because AI is contributing significantly across many industries and countries." He added, "We can see that people in almost every country want to invest in AI right now."
Nvidia's flagship product is its graphics processing units (GPUs) for data centers, which include the Blackwell and Rubin chips. However, Nvidia does not disclose total chip sales figures. Huang previously mentioned that the company shipped 6 million Blackwell GPUs during the fourth quarter of last year.
Last month, Nvidia surprised investors by raising its revenue guidance for next year to a 70% increase, significantly above the initial estimate of 44%. Since then, Huang has repeatedly expressed optimism about future performance, alleviating concerns surrounding the guidance.
During a technology conference hosted by Goldman Sachs in San Francisco on September 10, Huang also predicted that cybersecurity would be the next major application for AI. He emphasized, "We believe that revenue can grow by 70% year-over-year, and we are confident in this."
At the meeting, alongside Huang were Demis Hassabis, Google's chief scientist, and Sarah Pryor, CFO of OpenAI, among other prominent figures in the AI sector. They discussed recent concerns regarding AI safety. King Charles III highlighted the potential catastrophic consequences if AI is misused, stating, "We need sufficient controls in place before it is too late."
In response, Huang asserted, "We must make this technology safe, thorough, and responsible," advocating for what he termed "responsible optimism." Hassabis also acknowledged the risks, stating, "While the possibility of something going wrong is certainly not zero, I am very confident and optimistic that we can work together to address these risks and find solutions to these technical challenges."
* This article has been translated by AI.
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