Nvidia CEO Jensen Huang confirmed the company’s projection of 70% year-over-year revenue growth for the upcoming year. Based on current analyst expectations of $400 billion in revenue for the current fiscal year, this growth would bring total revenue to approximately $680 billion.
The company reports that sales for a specific system, which integrates 36 Grace CPUs and 72 Blackwell GPUs, are currently increasing by 27% month-over-month. Huang noted that modern GPU systems now consist of 2 million parts and require 250 000 kilowatts of power.
Addressing concerns regarding circular investment deals, Huang stated that for every $1 invested by Nvidia in partner companies, the company receives $100 in return. He emphasized that Nvidia requires these partners to hold verified revenue-generating contracts before providing any funding.
Huang reported that Nvidia has identified $100 billion in such contracts. The company maintains visibility into the global AI infrastructure market by tracking data center projects, power availability, and partnerships with cloud providers, OEMs, and AI-native startups.
