Huang cites estimates of eighty-five trillion dollars in infrastructure investment over the next ten years.
“Trillions of dollars, tens of trillions of dollars. Estimates have it close to $100,000,000,000,000 $85,000,000,000,000 in the next ten years.”
Huang forecasts tens of trillions of dollars in new computer infrastructure over the next decade.
“We're now in the process of reinventing all of that, which is the reason why over the course of the next ten years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last sixty years.”
Huang forecasts tens of trillions of dollars in new computer infrastructure over the next ten years.
“We've now built about sixty years with the computer infrastructure, the Internet and all the computers and email.”
Nvidia forecasts gross margin will decline to 71-72% in Q4 fiscal 2027 due partly to memory prices.
“ — Kif Leswing Nvidia said it expects gross margin to decline and bottom out in the fourth quarter of fiscal 2027, in the range of 71% to 72%, partially due to memory prices. ”