Nvidia's $65 Billion Forecast Sends a Clear Message About the AI Boom
He went on to explain how AI is enabling three major platform shifts that will power industry growth for years to come. The first shift is that legacy technology is no longer sufficient and requires an upgrade. The computing sector was built largely around CPUs, but much of this older architecture must transition to accelerated computing to deliver the parallel processing horsepower needed in the AI age.
Next is the transition to the generative AI era ushered in by ChatGPT. Governments and businesses are pursuing this breakthrough technology, and figuring out how best to employ it.
Finally, the emergence of agentic AI alongside real-world applications -- dubbed physical AI, and encompassing robots and self-driving vehicles -- is just getting started. This level of AI usage, according to Huang, "will be revolutionary, giving rise to new applications, companies, products and services."
Are Nvidia and AI destined for multiyear prosperity?
Huang's viewpoint is backed up by the performance of other AI businesses. For instance, OpenAI's weekly user base has grown to 800 million in 2025. That's an incredible increase from the 300 million users it had at the end of 2024.
News reports note that AI company Anthropic is projecting an annualized revenue run rate of $9 billion for 2025, up from $1 billion at the start of the year. And it is said to be expecting its run rate to skyrocket to as much as $26 billion in 2026.
These examples explain why AI industry forecasts predict years of spectacular growth. According to a report from United Nations Trade and Development, the global AI market could expand by a whopping 25-fold within a decade, from $189 billion in 2023 to $4.8 trillion by 2033. That kind of forecast underscores Huang's perspective and supports the idea that the AI boom is poised to continue.
Not all businesses touting AI capabilities are going to succeed over the long term. But in Nvidia's case, it has positioned itself to be a central player in the AI industry, with strategic investments in the likes of OpenAI and Anthropic, in addition to ongoing advances in its AI offerings, as illustrated by its upcoming Vera Rubin processors.
Consequently, Nvidia is one of the businesses likely to enjoy sustained prosperity as technology inexorably moves toward an AI-powered world.
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Robert Izquierdo has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
Nvidia's $65 Billion Forecast Sends a Clear Message About the AI Boom was originally published by The Motley Fool
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