<div id="readability-page-1"><div><div><p>Chipmaker <strong>Nvidia Corp.’s</strong> (NASDAQ: NVDA) CEO <strong>Jensen Huang</strong> pushed back against Wall Street's long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand.</p><h2>Dismisses Wall Street Forecasts</h2><p>On last week's Open Source podcast, Huang was asked about Wall Street consensus from 25 analysts projecting Nvidia's growth &#34;flatlining&#34; after 2027. He said he had no issue with those forecasts but argued they fail to capture the scale of AI adoption that is now underway.</p><p>During the podcast, Huang said, “We're comfortable with that,” adding that his company has “no trouble beating the numbers on a regular basis.”</p><p>He described a “massive divergence of belief” between what AI leaders like OpenAI's <strong>Sam Altman</strong> and <strong>Microsoft Corp.'s</strong> (NASDAQ: MSFT) <strong>Satya Nadella</strong> are projecting and what Wall Street models assume. “Our opportunity, as I described it, is much larger than the consensus,” he said.</p><p>Huang pointed to what he called “two exponentials” driving compute requirements, that is, the rapid increase in the number of users engaging with AI tools, followed by the exponential growth in compute needed per user as models move from one-shot inference to reasoning. </p><p>“Until we fully convert all general-purpose computing to accelerated computing and AI… the chances [of a glut] are extremely low,” he said.</p><h2>Huang Defends $100 Billion OpenAI Investment</h2><p>On the podcast, Huang defended his decision to invest $100 billion in OpenAI, calling it “some of the smartest investments we can possibly imagine.”</p><p>Huang said, “OpenAI is likely going to be the world’s next multi-trillion-dollar hyperscale company,” adding that Nvidia will be working with the company “at the chip level, at the software level, at the systems level, at the AI factory level” to help build and operate its AI infrastructure. </p><p>This comes amid growing investor concerns that the company was creating a “circular” investment loop by investing in OpenAI, which would in turn acquire chips from Nvidia.</p><p>Nvidia shares were up 0.28% on Friday, closing at $178.19, and are up 0.81% pre-market. The stock scores high in <strong>Benzinga Edge Stock Rankings</strong>, with a favorable price trend in the short, medium and long terms. Click here for deeper insights into the stock, its peers and competitors.</p><ul> <li><strong>Nvidia CEO Jensen Huang Once Offered To Cry With Masayoshi Son Over A Missed Fortune, But That’s Not Their Only Regret</strong></li> </ul><p><em>Image via Shutterstock</em></p></div></div></div>

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<p>Nvidia CEO Jensen Huang criticized Wall Street's long-term forecasts, claiming they underestimate AI demand. He noted a significant gap between AI leaders' projections and Wall Street's models, asserting that Nvidia's growth potential is much larger. Huang defended his $100 billion investment in OpenAI, calling it a smart move, and emphasized the increasing compute requirements driven by AI adoption. Nvidia shares rose slightly, reflecting positive market sentiment.</p>

- Nvidia CEO Jensen Huang challenged Wall Street's long-term growth forecasts, asserting that analysts underestimate the demand for artificial intelligence.  
- He highlighted a significant gap between the projections of AI leaders and Wall Street models, emphasizing the increasing compute requirements driven by user engagement with AI tools.  
- Huang defended Nvidia's $100 billion investment in OpenAI, predicting it could become a multi-trillion-dollar company, while addressing investor concerns about a potential circular investment loop.

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Jensen Huang Fires Back At Wall Street 'Flatlining' Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations