Jensen Huang Doubles Down on Nvidia’s $4T AI Prediction

Jensen Huang Nvidia’s outlook hasn’t really changed since last year, and that’s kind of the whole story here. The Nvidia CEO said, once again, that the AI market is on track to hit $3 trillion to $4 trillion by 2030, and this Jensen Huang AI prediction is now going into its second year without a walk-back. He also brought up Nvidia’s own quarterly numbers, right now, as a reason he still believes it.

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Jensen Huang Nvidia Bets on a $4 Trillion AI Market by 2030

A year ago, when Huang first floated the $3 trillion to $4 trillion figure, quite a few people were skeptical, and honestly that’s a fair reaction to a number that big. This time around though, Jensen Huang’s Nvidia camp showed up with actual quarterly results to lean on, and not just a slide from a keynote. Analysts at the same event also described visibility across the chip supply chain as unusually clear right now, which is part of why investors are taking the Nvidia $4 trillion AI market call a bit more seriously the second time around. The Jensen Huang AI prediction has gone from a bold guess to something closer to a company roadmap.

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