Jensen Huang says $NVDA expects to sell roughly twice as many chips next year as this year.
At the same time, he called AI safety "paramount" and said companies should hold back products they are not confident are safe.
Safety, he argued at Dreamforce, is an engineering problem, not a reason for new laws. Market pressure already exists to pace releases until the product is ready.
NVIDIA's official outlook remains ~70% fiscal-2028 revenue growth, constrained by supply.
Twice the chips does not automatically mean twice the revenue. Mix, pricing, and memory costs still matter.
Demand is strong. Execution and margins will decide how that demand shows up in results.
At the same time, he called AI safety "paramount" and said companies should hold back products they are not confident are safe.
Safety, he argued at Dreamforce, is an engineering problem, not a reason for new laws. Market pressure already exists to pace releases until the product is ready.
NVIDIA's official outlook remains ~70% fiscal-2028 revenue growth, constrained by supply.
Twice the chips does not automatically mean twice the revenue. Mix, pricing, and memory costs still matter.
Demand is strong. Execution and margins will decide how that demand shows up in results.
