Huang: Nvidia will sell ~2x as many chips next year

Opening

Nvidia CEO Jensen Huang said the company will sell about twice as many chips next year as this year. CNBC (Kif Leswing) quotes Huang before a King Charles III AI-safety summit in Scotland: "I expect Nvidia to sell twice as many chips as this next year as we do this year." CNBC frames the remark as the latest growth signal after Nvidia said it expected about 70% growth in the fiscal year ending January 2028, or about $673 billion.

The numbers

~2x chip unit sales next year vs this year — Huang (CNBC). ~70% growth / ~$673B — prior Nvidia outlook for FY ending Jan 2028 (CNBC). 6 million Blackwell GPUs shipped in four quarters — Huang last fall (CNBC).

CNBC notes Nvidia does not disclose total chip units; the mix includes data-center GPUs (Blackwell/Rubin) plus CPUs, switch chips, optical-networking chips, laptop chips, Jetson, and the Nintendo Switch 2 chip.

Why it matters

A principal unit-volume claim, not just ASP/mix — and CNBC ties it to an already-raised multi-year revenue path. Separates "sell more silicon" from the AI-safety headlines around the same Scotland event.

Positioning

AI capex durability — Operator volume guidance that the next year still requires roughly double chip shipments vs this year.

Connects to

Gerstner no-bubble / offtake framing — Same week's longform on whether offtake funds Mag7/semis return (longform).