黄仁勋：“信心十足”

Core Viewpoint - Nvidia's CEO Jensen Huang has stated that the previously mentioned $1 trillion annual sales target for AI accelerated chips does not include other product lines, indicating that total revenue could exceed this figure as the company enters new markets [3][6]. Group 1: AI Accelerated Chips - Huang confirmed that by the end of 2027, Nvidia's next-generation AI accelerated chips are expected to generate at least $1 trillion in revenue [3]. - The company is confident in achieving and delivering over $1 trillion in business, with Huang expressing strong confidence in reaching this revenue target [6]. Group 2: Market Demand and Competition - Huang noted that demand is accelerating at a significant scale, and the company is prepared to support this demand through supply [7]. - Despite the ambitious revenue forecast, analysts on Wall Street are concerned that this prediction does not indicate an acceleration in Nvidia's revenue growth compared to potential competitors [7]. Group 3: Data Center Sales - Nvidia previously projected that by the end of 2026, data center equipment sales would reach $500 billion; the latest forecast extends this timeline by one year while doubling the cumulative scale [8]. Group 4: Shareholder Returns - Nvidia plans to allocate more cash for shareholder returns in the second half of the year, including stock buybacks and dividends [9]. - CFO Colette Kress stated that after completing planned investments, approximately 50% of free cash flow will be used for shareholder returns [10].