Nvidia’s Jensen Huang Says Chip Sales Will Double Next Year as AI Boom Shows No Signs of Slowing

While standing outside a historic castle in Scotland, Nvidia’s chief executive Jensen Huang told reporters that the company expects to move roughly double the number of AI chips next year compared with this year. It wasn’t a vague optimism – he said it straight, “I expect Nvidia to sell twice as many chips as this next year as we do this year.”

The comment came just before a gathering with King Charles III that also featured representatives from Google DeepMind, OpenAI and Anthropic. The summit’s stated purpose was AI safety, a topic that has grown urgent as researchers warn that the most advanced systems could outpace human control.

Huang was measured when asked about those concerns. “When a product is not safe, we should hold it back and keep engineering it,” he replied, underscoring a cautious approach even as the market sprints forward.

Why such confidence now? Huang pointed to AI’s expanding economic reach. “AI contributes to the benefits of different industries, different economies, and you can see that in almost every single country we’re in – people want to invest in AI,” he explained. The CEO noted that the demand isn’t limited to the traditional data‑center giants; it stretches across startups, frontier labs, and even consumer devices.

Although Nvidia never publicly discloses exact chip volumes, its flagship data‑center GPUs – the Blackwell and Rubin families – have been flying off the shelves. Last fall the company said it shipped about six million Blackwell GPUs over four quarters. And it’s not just GPUs: Nvidia also produces CPUs, networking switches, optical chips, Jetson modules for robots and cars, and even a chip that lives inside Nintendo’s upcoming Switch 2 console.

Earlier this year the firm surprised investors by offering a forward‑looking forecast for the first time. CFO Colette Kress highlighted a projected 70 percent revenue jump for fiscal 2028 (Feb 2027‑Jan 2028), but Huang insisted the real‑world AI demand “is much greater than 70 percent.” He added that today’s supply‑chain visibility is unprecedented – a stark contrast to a year ago when a single lab drove most of the build‑out.

All of this points to what Huang called “a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open‑model ecosystem and physical AI coming online.” If the optimism holds, Nvidia’s stock could keep its upward trajectory, reflecting broader enthusiasm for the AI boom that shows no signs of dimming.