Nvidia CEO Jensen Huang told the Goldman Sachs Communacopia + Technology Conference in September 2026 that his company is the only one capable of handling artificial intelligence infrastructure projects at the $100 billion scale. He cited $100 billion in verified customer contracts as proof of genuine demand backing the company’s investments. In August 2026, Nvidia announced partnerships with Apollo, BlackRock and Goldman Sachs to mobilize over $500 billion for AI infrastructure. The company forecasts revenue growth of approximately 70% for fiscal year 2027, and total orders could approach $1 trillion through 2027, far exceeding its current production capacity.
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