The AI Daily Brief · Friday, September 11, 2026
Nvidia CEO Jensen Huang reiterated forecasts for 70% growth, stating that supply chain limitations are the primary constraint, not demand. He highlighted the significant evolution and cost of modern GPUs, emphasizing Nvidia's central role in AI infrastructure.
“Nvidia CEO Jensen Huang has doubled down on forecasts of 70% growth at a Goldman Sachs conference.”
“even though our demand is much greater than 70%, our supply allows us to deliver 70%.”
“One GPU now is not $399. It's $8.5 million. That's one GPU. All connected with NvLink, 2 million parts, right? 250,000 kilowatts. That's a GPU. And we ship thousands of them.”