---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000209110.md"
description: "Nice followup question on Jensen's nugget to expect 50% growth from China. The question was can we use his 50% China growth comment as a guide for datacenter growth next year?He didn't directly answer the question, but said they’re all sold out, and customers are "scrambling" to get capacity. The demand is “really, really high”.My read: They'll grow at 40-50% in CY26. The Street is at 29%.Jensen says they still have a lot of business and startups that are still waiting. Added revenue from AI first company's can 10x next year from $25B this year to $250B next year.Source: Gene Munster"
datetime: "2025-08-27T22:14:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000209110.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000209110.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000209110.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Nice followup question on Jensen's nugget to expec…


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**