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Huang: Nvidia will sell twice as many chips next year · Chronopin

半導体投稿 2026/09/192026/09/19 16:20·@TechDesk タイムラインへ

Huang: Nvidia will sell twice as many chips next year

Huang: Nvidia will sell twice as many chips next year

Huang: Nvidia will sell twice as many chips next year

開始 2026/09/17

Santa Clara, California

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Blackwell
Chip sales forecast
Nvidia
Rubin
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CNBC^[1] dated 17 September 2026 reports Huang's remarks.

開始: 2026年9月17日確度 90%出典：出典

Huang: Nvidia will sell twice as many chips next year

Jensen Huang told reporters at a summit with King Charles III in Scotland that he expects Nvidia to sell twice as many chips next year as this year, citing AI demand in almost every country. Nvidia does not disclose total chip counts.

Speaking to media on 17 September 2026 before a summit convened by King Charles III at Dumfries House in Scotland, Jensen Huang said 'I expect Nvidia to sell twice as many chips as this next year as we do this year'^[1][2][3][4]
He cited AI's contribution to industries and economies and countries investing in localized AI infrastructure and data centers^[1][3][4]
Nvidia does not disclose total chip counts; it earlier guided to about 70% growth in the fiscal year ending January 2028 (about $673 billion), and The Next Web notes units and revenue are different measures and the CFO said supply was constraining revenue^[1][4]
Huang said last fall Nvidia shipped 6 million Blackwell GPUs in four quarters; Nvidia reported $96.2 billion revenue for the quarter to 26 July and guided to $108 billion^[1][4]
The summit included Google DeepMind, OpenAI and Anthropic; Huang argued companies must test AI safely and 'if it's not ready, just hold it back', and said AI should not be regulated like social media^[1][3][4]
On energy he said AI's demand will spark investment in fusion, fission, air and hydro; Nvidia shares rose as much as 2.8%^[3][4]
Context from Europe: up to seven planned AI gigafactories, about 100,000 chips each, with construction of the first starting in 2027^[4]

0

参考資料 4確度 85%

最初の項目は常にピンの出典です。全体の確度は、各資料が上記の開始・終了時刻をどれだけ強く裏付けているかの加重平均です。最新の資料より180日古くなるごとに、重みは半分になります。

[1]90%
cnbc.com/2026/09/17/nvidia-huang-ai-chip-guidance.html
cnbc.com· 投稿 2026年9月19日· 開始 2026年9月17日 ✓· スコアの 25%
CNBC dated 17 September 2026 reports Huang's remarks.
[2]70%
AI News Flash: [9/17 18:00] Nvidia's Huang expects to sell twice as many chips next year / Lucid and Bolt plan at least 25,000 robotaxis across Europe
podcasts.apple.com· 公開 2026年9月17日· スコアの 25%
AI News Flash's episode "[9/17 18:00] Nvidia's Huang expects to sell twice as many chips next year / Lucid and Bolt plan at least 25,000 robotaxis across Europe" (2026-09-17) says: "AI News Flash for September 17 , 2026 at 18:00 UTC. Topics: 1. Nvidia's Huang expects to sell twice as many chips next year https://www.bloomberg.com/news/articles/2026-09-17/nvidia-s-huang-expects-to-sell-twice-as-many-chips-next-year 2. Lucid and Bolt plan at"^[1]
[3]90%
Nvidia CEO calls for AI safety testing, projects chip sales to double at Scottish summit
foxbusiness.com· 公開 2026年9月17日· スコアの 25%
Reports Huang forecasting chip sales doubling next year at the Scottish AI summit.^[1]
[4]90%
Nvidia's Huang expects to sell twice as many chips next year
thenextweb.com· 公開 2026年9月17日· スコアの 25%
Reports the same Huang statement and adds context on formal guidance.^[1]

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1Huang: 6 million Blackwell GPUs shipped in four quarters開始時 $201.03
2Projected: 20 million Blackwell and Rubin GPUs through 2026開始時 $186.50
3Huang: $1 trillion in Blackwell and Vera Rubin orders through 2027開始時 $183.22
4Nvidia guides about 70% growth for fiscal 2028 (~$673 billion)開始時 $209.66
5Huang: Nvidia will sell twice as many chips next year開始時 $219.34
6Projected: Nvidia sells twice as many chips in 2027

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