Eigen RadarEconomics
Analysis

Nvidia aims to double next year chip volume

CNBC quotes Nvidia chief Jensen Huang, before a Scotland gathering with King Charles III, expecting next year's chip volume to be double this year's. He pointed to AI across industries and to public infrastructure spending. CNBC recalled a recent 70 percent growth pointer for the year to January 2028, about 673 billion dollars. The company still withholds a public unit total.

Economics & Markets··Night
Editorial illustration of Jensen Huang speaking to three reporters outside a stone lodge in Scotland under bright overcast skies, with boom microphones and a small UK flag on the roof.

Twice as many chips, he said

CNBC quotes Jensen Huang talking to reporters ahead of a gathering with King Charles III in Scotland. He said he expects the firm next year to move twice the chip volume it moves this year. Nvidia keeps the absolute unit total private; that doubling is a ratio against an unpublished base. The setting is a press huddle at a royal summit, not a scheduled earnings call.[1]

AI demand and public infrastructure

Huang's stated reasons, in CNBC's write-up, were AI spreading across industries and governments putting money into infrastructure. That is the rationale he gave reporters, not a table of boards shipped. The article does not convert those reasons into a regional split of demand.[1]

A 70 per cent growth pointer, and no unit total

CNBC also recalled a recent pointer: 70 percent growth for the fiscal year that ends in January 2028, roughly 673 billion dollars. That dollar outlook sits next to the still-undisclosed chip count. A unit doubling and a 70 percent revenue pointer are printed side by side without one being turned into the other. No second newsroom lede for the Scotland remark is in this economics pack.[1]

References

  1. News sourceCNBCNvidia expects to sell twice as many chips next year↩1↩2↩3