Nvidia CEO Sends Strong Signal to Investors

Yahoo Finance · 2026-09-18

Nvidia CEO Sends Strong Signal to Investors Moz Farooque ACCA Fri, September 18, 2026 at 10:05 AM EDT 2 min read NVDA This article first appeared on GuruFocus . Nvidia ( NASDAQ:NVDA ) CEO Jensen Huang says the company expects to sell roughly twice as many chips next year as it does this year, offering one of his strongest signals yet that AI demand remains far from exhausted. I expect Nvidia to sell twice as many chips as this next year as we do this year, Huang told reporters Thursday at a summit in Scotland with King Charles III. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. The reason for that is because AI has, has so much contribution to the benefits of different industries, different economies, and you can see that in almost every single country that we're in, people want to invest in AI. The forecast adds to Nvidia's increasingly aggressive outlook for the next several quarters. The company recently said it expects roughly 70% growth in the fiscal year ending January 2028, which would put annual revenue around $673 billion. Nvidia does not disclose total chip unit shipments, making Huang's volume forecast difficult to translate directly into revenue. But the company's most important products include its data-center GPUs, particularly Blackwell and next-generation Rubin systems. Huang said last fall that Nvidia had shipped about 6 million Blackwell GPUs over four quarters. The comments come as investors debate whether hyperscaler spending and model-training demand can continue growing at the breakneck pace seen during the first phase of the AI buildout. Huang's forecast strengthens the argument that demand remains broad enough to absorb a huge increase in supply. For investors, the key question is not simply whether Nvidia can double chip volumes, but what that mix looks like. Higher shipments of premium Blackwell and Rubin systems could support enormous revenue growth, while greater unit volume at lower average selling prices would produce a different margin outcome. Investors should also watch manufacturing capacity, networking attach rates and whether customers continue committing capital beyond 2027. Nvidia is planning for substantially more hardware demand, not a plateau.The risk is execution. Doubling chip volume requires suppliers, packaging capacity and customers to scale alongside Nvidia. If AI infrastructure spending slows before that capacity is absorbed, the company could face greater pressure on utilization and pricing.

AI 시장 분석

Nvidia (NVDA) CEO Jensen Huang projected at a Scottish summit that next year's chip sales will reach roughly double this year's, signaling that AI demand is far from exhausted. The company targets annual revenue of $673 billion, anticipating about 70% growth by the fiscal year ending January 2028. This statement dispels market concerns over hyperscaler investment pace and demonstrates robust hardware demand.

상승 영향

AI — The CEO stated that next year's chip sales will reach double this year's, proving that AI infrastructure demand remains strong and raising expectations for earnings growth among related companies.
Semiconductors — The outlook for expanded shipments of next-generation systems like Blackwell and Rubin directly links to increased revenue across the supply chain, creating positive spillover effects.

하락 영향

Semiconductors — The plan to rapidly double shipments could overload the supply chain and packaging capacity, posing a risk of leading to utilization and price pressure if demand fails to keep pace.

DYAX 전담 분석

Jensen Huang's forecast of a twofold increase in shipments indicates that data center GPU demand, including Blackwell and Rubin systems, remains solid, acting as a powerful positive driver directly fueling NVDA's surging revenue. However, stock volatility could expand depending on the impact of increased chip volume on average selling prices (ASPs) and margins, as well as supply chain manufacturing capabilities.

In the bullish scenario, maintaining high margins on premium chips leads to earnings surprises, while in the bearish scenario, oversupply and slowing customer capital expenditures could pressure utilization rates. Key monitoring metrics are manufacturing process yields, networking attach rates, and the sustainability of customer investments beyond 2027.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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