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 that 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 a new wave of AI-native startups. He described the coming years as a transition in which computing itself is rebuilt around accelerated hardware.
Central to his optimism is Nvidia’s forthcoming Vera Rubin platform, positioned as the successor to its current accelerators. Huang outlined a roadmap in which each new architecture unlocks larger models and more capable systems, sustaining demand rather than exhausting it.
Skeptics note that such projections assume uninterrupted capital spending by a small group of hyperscale buyers, leaving the forecast exposed to any pullback. Huang has repeatedly rejected talk of a bubble, arguing that real productivity gains underpin the investment.
For leaders across the Asia-Pacific weighing large commitments to AI infrastructure, Huang’s message is an encouragement to keep building. His confidence, backed by record results, has become a reference point for governments and executives shaping their own compute strategies.
