Nvidia’s Huang Expects Chip Sales to Double Next Year

Nvidia CEO Jensen Huang said the company expects to sell twice as many chips next year as it does this year, tying the forecast to continued investment in AI around the world. The prediction covers Nvidia’s wider semiconductor portfolio, not just the data-center graphics processors most associated with the AI boom.

Huang made the forecast September 17 at a summit in Scotland. He said AI is contributing benefits across industries and economies, and that countries where Nvidia operates want to invest in the technology. It is a management forecast, not a reported shipment result.

I expect Nvidia to sell twice as many chips as this next year as we do this year.

Jensen Huang, Nvidia CEO

A forecast spanning more than AI GPUs

The wording is unusually broad because Nvidia sells far more than its flagship data-center GPUs. Its portfolio includes central processors, switch and optical-networking chips, laptop chips, Jetson chips for robots and cars, and the chip used in Nintendo’s Switch 2. Blackwell and Rubin are among its best-known data-center GPU lines.

• Data-center GPUs, including Blackwell and Rubin.
• CPUs plus switch and optical-networking chips.
• Laptop chips and Jetson products for robots and cars.
• The chip inside Nintendo’s Switch 2 console.

The number cannot be mapped to one product

Nvidia does not disclose its total chip-unit sales. That leaves no public starting total for Huang’s doubling claim and no way to determine how much of the expected growth comes from GPUs, networking, consumer products or other categories.

One narrower reference point shows the scale of a prominent product line: Huang said last fall that Nvidia had shipped 6 million Blackwell GPUs over four quarters. That figure concerns Blackwell alone, rather than the companywide chip count in his new forecast.

A demand signal, not a product roadmap

The forecast is a clear statement of Huang’s confidence in sustained AI investment. But its companywide scope means it should be read as a demand signal for Nvidia’s overall chip business, not as a shipment forecast for a particular AI processor generation.