Ben Pouladian(@benitoz):AI factories are not just GPUs. GPUs + CPUs + DPUs + networking all have to work together as one system. Jensen now expects NVIDIA to sell 2x as many chips next year. More compute requires more silicon everywhere. $NVDA

2026.09.17 14:39

AI factories are not just GPUs. GPUs + CPUs + DPUs + networking all have to work together as one system. Jensen now expects NVIDIA to sell 2x as many chips next year. More compute requires more silicon everywhere. $NVDA

显示更多

Ed Ludlow@EdLudlow

2026.09.17 14:10

Nvidia CEO Jensen Huang just said: "I expect Nvidia to sell twice as many chips this next year as we do this year. And the reason for that is because AI has has so much contribution to the benefits of different industries, different economies. And you could see that almost every single country that we're in, people want to invest in AI." Nvidia does not (has not) given unit growth commentary like this I believe? The street sees revenue of $410B in fiscal 27 (consensus). $216B in fiscal 26. He's likely talking beyond the GPU, right? He might be referring to everything including Vera CPUs, Groq LPU Welcome thoughts, ideas and attention to this -- thanks

显示更多