Nvidia's Huang says the company will ship twice as many chips next year

SentiSense · Published Sep 17, 2026, 4:31 PM ET · Updated Sep 28, 2026, 2:45 AM ET

Nvidia chief executive Jensen Huang said the company expects to sell roughly twice as many chips over the coming year on AI demand. The claim is about unit volume, not revenue: Huang noted prices vary widely by chip, so double the units does not imply double the revenue. Separately, a strike threat at Micron's HBM operations in Taiwan remains unresolved, with mediation ongoing and no strike called.

NVDA chief executive Jensen Huang told reporters the company expects to sell about twice as many chips next year, citing the pace at which AI workloads are being adopted across industries. He made the remarks ahead of a summit with King Charles III in Scotland.

The distinction that matters for anyone modeling the number is that this is a unit-volume claim, not a revenue one. Huang said so explicitly: prices differ substantially across the product line, so twice the chips does not translate into twice the revenue, and mix will decide how much of the volume growth reaches the top line.

On the supply side, attention has turned to memory. Nvidia's accelerators depend on high-bandwidth memory from suppliers including MU, and a labor dispute at Micron's Taiwan operations has drawn attention as a potential constraint. As of today no strike has been called and production is unaffected; the parties are in mediation, with sessions held on September 4 and 18 and another scheduled for September 21. It is a risk under negotiation, not a disruption in progress.

What to watch is whether the volume guidance survives contact with supply. The useful checks are Nvidia's own reported unit and revenue growth next quarter, whether average selling price holds as the mix shifts, and whether the Taiwan mediation concludes without a stoppage.