Jensen Huang: Confident in NVIDIA's 70% Revenue Growth, Cybersecurity Is the Next AI Growth Frontier
nashnova research
Jensen Huang reaffirmed Nvidia's 70% revenue growth target at Goldman Sachs' tech conference and flagged cybersecurity as AI's next major growth vertical — signaling Nvidia is stretching its growth story from selling compute power to selling protection.
Where does the 70% confidence come from?
Huang told the Goldman Sachs Communacopia+ conference he is "confident" Nvidia will hit 70% revenue growth next year.
This is not a new number — it is a reaffirmation of prior guidance. This means → management sees enough order visibility in AI compute demand to back the target.
In plain terms = the CEO walked onstage and said "we can already see next year's money," giving the market a reassurance check.
Why bring up cybersecurity now?
Huang explicitly named cybersecurity as AI's "next important growth area."
This means → Nvidia is extending AI use cases from data-center compute into security defense, broadening both its customer base and its demand drivers.
In plain terms = Nvidia used to sell "chips that make AI fast." Now it also wants to sell "chips that use AI to guard the door" — expanding buyers from cloud giants to every enterprise that needs to stop hackers.
What should investors watch?
Whether cybersecurity can scale as an AI use case is a key test of Nvidia's growth thesis.
This reflects a deeper shift: Nvidia's growth narrative is moving from a single "selling picks and shovels" logic toward multi-vertical penetration.
If cybersecurity demand materializes at scale, Nvidia's revenue mix becomes more diversified and more resilient; if not, the 70% target still rests mainly on the data-center leg alone.
市场有风险，内容仅供研究参考，不构成投资建议。