Grace

Huang says Nvidia could grow 70% next year

Nvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that the company expects revenue to grow 70% next year, arguing Nvidia delivers massive interconnected GPU systems rather than consumer chips. He said one 36 Grace + 72 Blackwell system is growing 27% month-over-month; analysts expect this fiscal year’s revenue near $400 billion, so 70% growth implies about $680 billion.