Jensen Huang on Lex Fridman: 'Of Course' NVIDIA Can Be a $3 Trillion Revenue Company — 'No Physical Limits'
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On Lex Fridman Podcast #494, NVIDIA CEO Jensen Huang stated that NVIDIA becoming a $3 trillion annual revenue company is possible because 'it's not limited by any physical limits' — a staggering claim given current annual revenue of $215B. Huang also raised his Blackwell and Rubin system sales estimate from $500B to $1T through 2027. He emphasized NVIDIA isn't competing for existing market share but creating entirely new compute demand, framing the company as a 'token-minting revenue machine' where every industry becomes a customer for AI inference.