Checked fact 167017 Oct 2026Money and compute

Asked whether the labs can keep growing revenue two to three times a year, Jensen Huang began his answer "People misunderstand what's going on" (1:01:58).

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The exact words it rests on

Q (1:01:35): the labs can continue to two to 3x their revenues every year ... A (1:01:58): Oh, yeah. People misunderstand what’s going on.

What the source said when we opened it, on 17 Oct 2026.

The source

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Bg2 Pod · 2026-10-15

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Checked

Checked by the notis newsroom on 17 Oct 2026, against the source above.

In the story

Huang says Nvidia is probably running about 40% of cloud providers' capex 17 Oct 2026

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“Asked whether the labs can keep growing revenue two to three times a year, Jensen Huang began his answer "People misunderstand what's going on" (1:01:58).” ai notis, checked 17 Oct 2026. Source: Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more (Bg2 Pod). https://ainotis.com/c/1670

As a reference (APA style)

ai notis. (2026, October 17). Asked whether the labs can keep growing revenue two to three times a year, Jensen Huang began his answer "People misunderstand what's going on" (1:01:58) [Checked claim 1670]. ai notis. https://ainotis.com/c/1670

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