Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Chipmaker Nvidia Corp.’s (NASDAQ: NVDA) CEO Jensen Huang pushed back against Wall Street’s long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand.
On last week’s Open Source podcast, Huang was asked about Wall Street consensus from 25 analysts projecting Nvidia’s growth “flatlining” 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.
During the podcast, Huang said, “We’re comfortable with that,” adding that his company has “no trouble beating the numbers on a regular basis.”
Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?
He described a “massive divergence of belief” between what AI leaders like OpenAI’s Sam Altman and Microsoft Corp.’s (NASDAQ: MSFT) Satya Nadella are projecting and what Wall Street models assume. “Our opportunity, as I described it, is much larger than the consensus,” he said.
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.
“Until we fully convert all general-purpose computing to accelerated computing and AI… the chances [of a glut] are extremely low,” he said.
See Also: 7 Million Gamers Already Trust Gameflip With Their Digital Assets — Now You Can Own a Stake in the Platform
On the podcast, Huang defended his decision to invest $100 billion in OpenAI, calling it “some of the smartest investments we can possibly imagine.”
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.
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.
Image via Shutterstock
Trending Now:
Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry.
Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.
For those seeking fixed-income style returns without Wall Street complexity, Worthy Property Bonds offers SEC-qualified, interest-bearing bonds starting at just $10. Investors earn a fixed 7% annual return, with funds deployed to small U.S. businesses. The bonds are fully liquid, meaning you can cash out anytime, making them attractive for conservative investors looking for steady, passive income.
Self-directed investors looking to take greater control of their retirement savings may consider IRA Financial. The platform enables you to use a self-directed IRA or Solo 401(k) to invest in alternative assets such as real estate, private equity, or even crypto. This flexibility empowers retirement savers to go beyond traditional stocks and bonds, building diversified portfolios that align with their long-term wealth strategies.
Moomoo isn’t just for trading — it’s also one of the most attractive places to park cash. New users can earn a promotional 8.1% APY on uninvested cash, combining a 3.85% base rate with a 4.25% booster once activated. On top of that, eligible new users can also score up to $1,000 in free Nvidia stock—but the real draw here is the ability to earn bank-beating interest rates without having to move into riskier assets.
SoFi gives members access to a wide range of professionally managed alternative funds, covering everything from commodities and private credit to venture capital, hedge funds, and real estate. These funds can provide broader diversification, help smooth out portfolio volatility, and potentially boost total returns over time. Many of the funds have relatively low minimums, making alternative investing accessible.
Range Wealth Management takes a modern, subscription-based approach to financial planning. Instead of charging asset-based fees, the platform offers flat-fee tiers that provide unlimited access to fiduciary advisors along with AI-powered planning tools. Investors can link their accounts without moving assets, while higher-level plans unlock advanced support for taxes, real estate, and multi-generational wealth strategies. This model makes Range especially appealing to high-earning professionals who want holistic advice and predictable pricing.
For investors concerned about inflation or seeking portfolio protection, American Hartford Gold provides a simple way to buy and hold physical gold and silver within an IRA or direct delivery. With a minimum investment of $10,000, the platform caters to those looking to preserve wealth through precious metals while maintaining the option to diversify retirement accounts. It’s a favored choice for conservative investors who want tangible assets that historically hold value during uncertain markets.
This article Jensen Huang Fires Back At Wall Street ‘Flatlining’ Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations originally appeared on Benzinga.com
