Nvidia CEO Jensen Huang says the company is positioned for another standout year, pointing to the rapid expansion of AI infrastructure and sustained demand across the ecosystem.
Speaking at the Goldman Sachs Communicopia + Technology conference, Huang said Nvidia's role now extends far beyond chips. He described the company as a core platform for AI, powering models used by major labs and developers across the industry.
Huang highlighted the scale of Nvidia's systems, noting that one of its latest computing platforms combines Grace CPUs and Blackwell GPUs into a large-scale architecture built for advanced AI workloads. He also said orders for that system are rising quickly month to month.
The CEO repeated his forecast that revenue could grow by 70% next year, building on a record-setting performance. Analysts currently expect Nvidia to finish its fiscal year at about $400 billion in revenue, which would make the projected expansion especially significant.
Huang also emphasized Nvidia's broad reach across the AI supply chain, from memory partners to data center builders and emerging cloud providers. In his view, the company's visibility into the market gives it a clear read on where AI infrastructure is heading next.
As AI adoption deepens, Nvidia appears set to remain one of the defining forces shaping computing capacity, model training, and the next generation of digital services. The broader impact could help accelerate a more powerful and connected AI future.
