Jensen Huang: "NVIDIA's Chip Sales Will Double Next Year"—Confidence Amid the AI Investment Boom

[Financial News New York=Reporter Lee Byung-cheol] NVIDIA has forecast that it will increase semiconductor sales next year to roughly twice this year's level. The company believes demand is growing explosively, driven by the spread of AI investment around the world, extending beyond data center graphics processing units (GPUs) to central processing units (CPUs), networking and semiconductors for robots. However, NVIDIA CEO Jensen Huang also said that products whose safety has not been secured should be delayed as the pace of AI growth accelerates.
Huang told reporters at an event in Scotland, United Kingdom, on the 17th local time, which he attended with King Charles III, "I expect the number of chips NVIDIA sells next year to be twice this year's total."
He cited global investment in AI as the driving force behind the explosive demand. Huang said, "AI is making an enormous contribution to various industries and economies," adding, "We can see that people in nearly every country where we operate want to invest in AI."
The remarks came as NVIDIA continues to forecast steep growth in the years ahead. NVIDIA previously projected that revenue for the fiscal year ending in January 2028 would reach approximately $673 billion, up 70% from the previous year. As NVIDIA has issued a series of aggressive growth forecasts, Wall Street's earnings expectations have also been rising rapidly.
NVIDIA does not separately disclose its total semiconductor sales. Its flagship products include data center GPUs based on the NVIDIA Blackwell architecture and the next-generation Rubin GPU architecture. Huang said last fall that NVIDIA had shipped 6 million Blackwell GPUs over four quarters.
NVIDIA's business, however, is not limited to GPUs. The company produces CPUs, data center switch chips, optical networking semiconductors and chips for laptops. NVIDIA products also include NVIDIA Jetson chips used in robots and automobiles, as well as semiconductors installed in Nintendo's Nintendo Switch 2 game console. As investment in AI infrastructure expands, sales are likely to increase simultaneously not only for GPUs but also for semiconductors that connect and operate them.
Alongside his bullish outlook for explosive growth in the AI industry, Huang also emphasized safety concerns. Representatives from Google DeepMind, OpenAI and Anthropic attended the event to discuss AI safety.
Warnings have recently mounted among AI researchers that the development of cutting-edge AI systems could outpace humanity's ability to control them, intensifying the debate over the pace of AI development and the safeguards needed.
Huang has also continued to speak out about AI safety in recent months. He said, "If a product is not safe, its release should be put on hold while it continues to be improved technically."
[email protected] Reporter Lee Byung-cheol Reporter