Bloomberg Surveillance · Saturday, July 25, 2026
Nvidia CEO Jensen Huang predicts that the semiconductor industry will likely need to expand tenfold over the next decade. This growth is driven by the increasing demand for computers not just for humans, but also for AI agents, billions of robots, and other AI systems.
“The computer industry, the chip that's built on top of the chip industry surely is not big enough. And so this is one of the realizations of the semiconductor industry that now computers are built not just for people to use, but computers are being built for computers to use.”
“My guess is that that the semiconductor industry is probably going to have to be ten times larger than it is today over the next decade or so.”