Nvidia CEO says chip sales may double next year
Nvidia CEO Jensen Huang stated at a summit that the company expects to sell twice as many chips next year compared to the current year. He attributed this projected growth to strong global demand for AI infrastructure across various industries and economies. Huang noted that the increase would be driven by Nvidia's expanding product portfolio, which includes GPUs, CPUs, networking equipment, and…
Key points
- Jensen Huang expects Nvidia to sell twice as many chips next year due to AI demand.
- AMD crossed $1 trillion in market capitalization, signaling growing confidence in its AI business.
- Investors debate whether Nvidia can maintain market share against AMD and Chinese competitors.
While these comments suggest robust demand, the article notes that investor focus is shifting from overall market growth to Nvidia's ability to maintain its market share. Competitors are challenging Nvidia's dominance, with Advanced Micro Devices (AMD) recently crossing a $1 trillion market capitalization as confidence in its AI business grows. Additionally, Chinese technology firms are investing heavily in domestic chip and computing systems.
The piece highlights that while demand remains strong, future growth depends on Nvidia's ability to defend its position against these rivals and navigate industry constraints related to power, networking, and data-center capacity. Nvidia recently announced a $150 billion buyback, but the debate among institutional investors centers on whether the company can sustain its current share of AI spending.
The story so far
8 episodes →- Nvidia CEO says chip sales may double next yearthis story
‘Nvidia to Sell Twice as Many Chips as This Next Year’: But Jensen Huang’s Comments Ignore the Market Share Question
finance.yahoo.com · 1 October 2026
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This text was published by finance.yahoo.com and written by Jabran Kundi. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
Coverage and discussion
2sources- Nvidia may sell more chips in China as Jensen Huang’s influence over Trump growsPress · Ars Technica AI ·
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