Jensen Huang explains why Nvidia will grow an astounding 70% next year - TechCrunch

At the Goldman Sachs Communacopia + Technology conference, NVIDIA CEO Jensen Huang explained why the company expects a staggering 70% revenue growth next year. He emphasized that NVIDIA is deeply embe... Read original →

NVIDIA's projected 70% revenue surge reflects the structural shift in AI infrastructure demand. The integration of 36 Grace CPUs and 72 Blackwell GPUs creates a high-performance computing stack that enhances data center efficiency, directly boosting downstream AI model training capabilities. While hyperscalers like Microsoft and AWS invest heavily in in-house chip development, NVIDIA's NVLink architecture and ecosystem dominance remain unchallenged. Geopolitical tensions, particularly U.S. export controls on China, increase supply chain risks, yet NVIDIA’s global contract tracking and resource allocation mitigate exposure. In the next 12–24 months, the industry will see a push toward energy-efficient, high-throughput chips. If NVIDIA sustains its technological lead and customer retention, it will likely maintain market leadership. However, breakthroughs by competitors in general-purpose chip design could spark a new round of technological competition.