Extraordinary Growth Visibility in NVIDIA's Accelerated Computing

3 months ago

Jensen Huang

"We're seeing extraordinary growth for Grace Blackwell for all the reasons that I just mentioned. It's driven by two exponentials. We now have visibility. I think we're probably the first technology company in history to have visibility into half a trillion dollars of cumulative Blackwell and early ramps of Reuben through 2026. And as you know, 2025 is not over yet and 2026 hasn't started. This is how much business is on the books. Half a trillion dollars worth so far. Now, this is out of that. We've already shipped 6 million of the Blackwells in the first several quarters. I guess the first four quarters of production, three and a half quarters of production. We still have one more quarter to go for 2025. And then we have four quarters. So the next five quarters there's $500 million, $500 billion, half a trillion dollars. That's five times the growth rate of Hopper."

Jensen Huang underscores NVIDIA's breakthrough in accelerated computing with products like Grace Blackwell and Reuben, projecting unprecedented growth with half a trillion dollars in business booked over the next five quarters, signaling robust momentum for the company.

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