Jensen Huang says global investment in artificial intelligence is driving widespread demand for hardware across nearly every country. Nvidia expects to sell roughly twice as many chips next year as this year, citing the technology's contribution to the benefits of various industries and economies. The CEO stated that this projected shipment growth stems from the broad adoption of AI across diverse business sectors.

The company typically does not provide specific unit growth commentary, though Wall Street consensus projects revenue to rise from $216B in fiscal 2026 to $410B in fiscal 2027. Huang also described AI safety as "paramount," noting that products should be held back and tested rigorously if they are not sufficiently safe.