Nvidia chief executive Jensen Huang has offered one of his most bullish forecasts yet, projecting the company could grow by roughly 70 percent by fiscal 2028 as demand for artificial-intelligence infrastructure spreads beyond its earliest adopters. Huang argued AI has reached a genuine inflection point.
Speaking after the company’s latest results, Huang pointed to a widening customer base spanning cloud providers, enterprises, governments and AI-native startups, describing a transition in which computing is rebuilt around accelerated hardware.
Central to his optimism is Nvidia’s forthcoming Vera Rubin platform, positioned as the successor to its current accelerators, with each new architecture unlocking larger and more capable systems.
Skeptics note the projection assumes uninterrupted spending by a small group of hyperscale buyers, though Huang has repeatedly rejected talk of a bubble, arguing real productivity gains underpin the investment.
For leaders across the Asia-Pacific weighing large AI commitments, Huang’s confidence has become a reference point for how aggressively to fund their own compute ambitions.
