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gurufocus.comSEP 182 min read$NVDA

Nvidia CEO Delivers Stunning Prediction About Chip Sales

Nvidia NVDA CEO Jensen Huang predicts the company will sell about twice as many chips next year as this year, driven by AI demand. This follows a $673B revenue forecast for fiscal 2028, up 70% YoY. Huang made the remarks at an AI event hosted by King Charles III in Scotland.

Original reporting
gurufocus.com
Published Sep 18, 2026, 11:31 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 18, 2026, 12:26 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$NVDA
Bullish
high confidence
Mentioned
$NVDA
Relevance
8/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$NVDABullishMed
01

Why it matters

The projection provides fresh guidance on chip volume and revenue, influencing investor expectations.

02

Market read

New guidance could drive NVDA stock higher and boost sentiment in the AI hardware sector.

03

What to watch

Potential supply constraints or competition could limit growth.

Relevance 8/10Novelty 8/10Timing: today

Background

Nvidia's CEO delivered the forecast at an AI-focused meeting hosted by King Charles III in Scotland.

Company-level read

Ticker impact

$NVDABullishHigh confidence
Context

CEO Jensen Huang forecast Nvidia will sell roughly twice as many chips next year and projected $673B revenue for FY2028.

Expected impact

Potential upside for NVDA as investors price in higher growth.

Evidence & confidence

Guidance is a primary disclosure from the CEO, indicating significant upside.

Market effects

Sector

AI chip sector may see broader optimism.

Regional

Positive for US tech markets.

Global

Reinforces global AI investment trends.

Counterpoint

What could challenge this read

Guidance may be overly optimistic if AI spending slows.

Key entities

  • person
    Jensen Huang

    CEO of Nvidia delivering the forecast.

  • company
    Nvidia

    AI chipmaker providing new guidance.

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