Jensen Huang forecasts 70% growth to roughly $680B and says each Nvidia investment dollar returns $100
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At Goldman Sachs Communacopia on September 10, Huang said Nvidia could grow about 70% from roughly $400B this fiscal year. He said sales of the 36-CPU, 72-GPU Grace Blackwell system are growing 27% month over month at $8.5M per system. On circular deals he said 'We put in $1 and $100 comes back in' and claimed Nvidia requires real revenue contracts, citing $100B of them, before it invests. The claims come from Nvidia's CEO, so treat the ratios as advocacy.