CEO Jensen Huang confirms, Nvidia’s $500 billion AI demand outlook won’t …

Nvidia CEO Jensen Huang has now confirmed that the company’s $500 billion AI demand outlook will not get revised quarter by quarter, even as new developments continue to push expectations higher. Speaking in an interview with CNBC’s Kim Leswing at the ongoing Consumer Electronics Show (CES) 2026 in Las Vegas, US Huang said that the figure reflects that Nvidia already sees on its books across 2025 and 2026, but added that “many new developments should increase our expectation,” signaling upside beyond the headline number.

The visibility incorporates demand for Nvidia’s Blackwell GPUs, next-generation Vera Rubin chips, and related systems and networking hardware.

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