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Nvidia's Huang Eyes $500B in Future Chip Orders
18 Nov
Summary
- Nvidia CEO revealed $500 billion in future orders for GPUs and networking.
- Analysts predict $60 billion revenue increase for 2026 data centers.
- Company made strategic investments including with OpenAI and Nokia.
Nvidia's CEO, Jensen Huang, has unveiled an impressive $500 billion in secured orders spanning 2025 and 2026. These orders encompass the current Blackwell GPUs, the upcoming Rubin GPUs, and essential networking components, highlighting robust and ongoing demand for AI infrastructure.
This significant order book has led analysts to project a substantial upward revision for 2026 revenue, particularly within the data center segment, with estimates now exceeding prior forecasts by as much as $60 billion. Nvidia's dominance in the AI chip market continues, serving major technology leaders.
Further solidifying its position, Nvidia has executed key strategic investments. These include a significant equity investment in OpenAI, valued at up to $10 billion in exchange for GPU purchases, a $5 billion partnership with Intel to improve chip compatibility, and a $1 billion stake in Nokia for integrating GPUs into network equipment.
