Jensen Huang: Nvidia waxay ku kordhi kartaa dhaqaalahaheeda 70% sanadka soo socda
Jensen Huang, hoggaamiyaha shirkadda Nvidia, wuxuu sheegay in shirkaddu ay ku kordhi karto dhaqaalahaheeda 70% sanadka soo socda, isagoo sheegay inay tahay shirkad aasaasi ah oo ka mid ah nidaamka AI-ka adduunka.
Nvidia waxay ku kordhi kartaa dhaqaalahaheeda 70% sanadka soo socda
Jensen Huang, hoggaamiyaha shirkadda Nvidia, wuxuu sheegay in shirkaddu ay ku kordhi karto dhaqaalahaheeda 70% sanadka soo socda, isagoo sheegay inay tahay shirkad aasaasi ah oo ka mid ah nidaamka AI-ka adduunka.
Wuxuu sheegay in shirkaddu ay hadda leedahay dhaqaale dhan $400 bilion, waxaana la filayaa inay ku kordhi karto $680 bilion sanadka soo socda, iyadoo la xaqiijiyay inay tahay shirkad aasaasi ah oo ka mid ah nidaamka AI-ka adduunka.
Nvidia waxay leedahay GPU-yo qiimo sare leh
Jensen Huang wuxuu sheegay in GPU-ga hadda uu qiimihiisu yahay $8.5 milyan, waxaana la xaqiijiyay inay tahay shirkad aasaasi ah oo ka mid ah nidaamka AI-ka adduunka.
Wuxuu sheegay in shirkaddu ay leedahay GPU-yo qiimo sare leh, waxaana la xaqiijiyay inay tahay shirkad aasaasi ah oo ka mid ah nidaamka AI-ka adduunka.
Nvidia waxay leedahay xiriir la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'a
Jensen Huang wuxuu sheegay in shirkaddu ay leedahay xiriir la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la
Wuxuu sheegay in shirkaddu ay leedahay xiriir la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan la'aan
At the Goldman Sachs Communacopia + Technology conference, Nvidia founder and CEO Jensen Huang reaffirmed the company's confidence in achieving 70% year-over-year revenue growth next year, citing its foundational role across the global AI ecosystem.
A Record-Breaking Growth Outlook
Jensen Huang told attendees that Nvidia could grow its revenue by 70% year over year, a figure analysts project would push the company's annual total to approximately $680 billion. The CEO expressed strong confidence in this trajectory, noting that Nvidia's AI domination and record-breaking revenue streak will continue through the end of next year.
Analysts expect Nvidia to conclude its current fiscal year at around $400 billion in revenue, and a 70% increase would represent a staggering leap in the company's financial performance. Huang's guidance builds on the company's recent reporting of another record-breaking revenue quarter, reinforcing its position as a dominant force in the AI hardware market.
The Scale of Nvidia's AI Infrastructure
Huang emphasized the immense scale of Nvidia's operations, revealing that a single GPU now costs $8.5 million, connected via NVLink with 2 million parts and consuming 250,000 kilowatts of power. He highlighted that orders for a system combining 36 Grace CPUs with 72 Blackwell GPUs are experiencing 27% month-to-month sales growth, underscoring the surging demand for AI infrastructure.
The CEO also noted that Nvidia runs every model, including those from Anthropic, OpenAI, and Google, as well as open-weight offerings, solidifying its role as a foundational platform of the AI ecosystem. Huang stated that the company tracks every single gigawatt of land, power, and shell around the world, demonstrating its pervasive presence in the global AI landscape.
Navigating Competition and Circular Deals
Despite facing increasing competition from hyperscalers like Amazon, Microsoft, and Google, as well as AI labs such as Anthropic and OpenAI, Huang maintained that Nvidia's embedded position in the AI industry ensures its continued dominance. He joked about Nvidia's so-called circular deals, where the company invests in firms that subsequently purchase its products, stating, 'We put in $1 and $100 comes back in.'
Huang insisted that Nvidia does not take risks, requiring a 'sure thing' before investing in any company, with $100 billion worth of contracts generating revenue from customers before any investment is made. He described Nvidia as a foundational platform of the AI ecosystem, working with neoclouds, OEMs, clouds, and AI-native companies worldwide, ensuring comprehensive visibility into the industry's growth.
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