After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips

Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …

Bloomberg 2025-10-29

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@morningbrew @morningbrew on x
Nvidia announcements today: - Eli Lilly partnership - Palantir partnership - Hyundai partnership - Samsung partnership - $1 billion investment in Nokia - Uber partnership to build 100,000 robotaxi fleet - $500 billion in expected revenue over through 2026 - New system [image]
@benbajarin Ben Bajarin on x
Morgan Stanley got clarity on NVIDIA commentary from GTC DC yesterday. I originally assumed it was full package dollars but good to know exactly what was implied in the $500bn slide. Still, upward revision to most estimates. Hence the stock pop and now $5T valuation. [image]
@rihardjarc Rihard Jarc on x
So apparently the $500B that $NVDA's Jensen said for 5 quarters was misspoken as they clarified further that that number includes networking revenue & that 30% of that $500B Blackwell/Rubin demand was already shipped. So instead of the $500B, we are talking about a $350B number.
@ericjhonsa Eric Jhonsa on x
Jensen says $NVDA already has visibility for $500B+ of Blackwell/Rubin revenue through the end of 2026. Points to estimates for the next few quarters being much too low — the FY26 (ends Jan. '26) revenue consensus is at $206.7B, and the FY27 consensus is at $276B. [image]
@alexgkendall Alex Kendall on x
As Jensen said, “There's one type of robot that's clearly at an inflection point and it's already here: the robot on wheels.” Excited to see our partners Jensen and @dkhos team up to bring 100,000 autonomous vehicles to market with OEMs like Stellantis, Mercedes, and Lucid. [imag…
@bucketshopcap @bucketshopcap on x
Wait, why wasn't NVDA up 50% today?
@_fabknowledge_ @_fabknowledge_ on x
LETS FUCKING GO BROOO JENSEN IS DOING A SLIDE BY SLIDE RUNDOWN ON https://inferencemax.ai/ [image]
@tbu12345678 @tbu12345678 on x
are we literally asleep at the wheel? $NVDA with a gigaraise to consensus [image]
@drjimfan @drjimfan on x
Listening to Jensen talk about his favorite maths - specs of Vera Rubin chips, and the full stack from lithography to robot fleets assembling physical fabs in Arizona & Houston. Quoting Jensen, “these factories are basically robots themselves”. I visited NVIDIA facilities befor…
@semianalysis_ @semianalysis_ on x
At GTC DC today, Jensen Huang presented SemiAnalysis's open-source Apache-2.0 InferenceMAX results on H200 (single-node FP8) versus GB200 NVL72 (FP4), highlighting the power efficiency of token throughput per megawatt per interactivity per user (tok/s/user). We will be [image]
@dylan522p Dylan Patel on x
Jensen spent 2 min on InferenceMAX at the GTC keynote 😎 InferenceMAX is completely open source and completely impartial, with the support of AMD, OpenAI, Nvidia, Microsoft, Oracle, Pytorch, SGLang, vLLM, Cursoe, Nebius, Tensorwave, etc [video]
@energy @energy on x
CEO of @NVIDIA Jensen Huang: “I want to give a shoutout to Secretary Chris Wright. He has brought so much energy to the the DOE. A surge of energy, a surge of passion to make sure that America leads science again.” [video]
r/StockMarket r on reddit
Trump says may speak to China's Xi about Nvidia's ‘super-duper’ Blackwell chip
r/technology r on reddit
Jensen Huang says Nvidia's AI chips are now being manufactured in Arizona
r/madeinusa r on reddit
Jensen Huang says Nvidia's AI chips are now being manufactured in Arizona

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After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips

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