Jensen Huang explains why Nvidia will grow an astounding 70% next year

Nvidia's CEO, Jensen Huang, has reiterated the company's confidence in its future growth, predicting a 70% increase in revenue for next year. The company's dominance in the AI market, coupled with its extensive partnerships and investments, has led to a perception that its deals may be circular. However, Huang argues that the company's strategy is not circular, citing a recent analysis where $1 invested by Nvidia returned $100. The CEO also highlighted the company's 27% month-to-month sales growth for a single product, and its embedded presence in every area of AI, including models from Anthropic, OpenAI, and Google. Analysts expect Nvidia's revenue to reach $400 billion by the end of the current fiscal year, and $680 billion next year. Nvidia's fingers are in every pie, from memory chip makers to data center projects and startups, allowing the company to track every single gigawatt of land, power, and shell around the world. The company's reach extends from suppliers like memory chip makers to data center projects and startups, with hundreds of neoclouds, OEMs, and AI-native companies reporting back to Nvidia. The company's bullish view is backed by its record-breaking revenue quarter, and its current 25% off ticket promotion for the upcoming Disrupt 2026 event.