Nvidia Corporation (NASDAQ: NVDA) CEO Jensen Huang projects that the company will sell twice as many chips next year as it does this year. The outlook reflects his view of sustained global demand for artificial intelligence infrastructure.

Huang made the projection at a summit with King Charles III in Scotland on Thursday. He attributed the expected growth to rising AI investment across sectors and economies, noting that people in almost every country where Nvidia operates want to invest in AI.

Sales Volume Context

Nvidia does not disclose total chip sales volume. However, during the GTC October 2025 Keynote, Huang reported that Nvidia had shipped 6 million Blackwell GPUs over the preceding four quarters. This figure provides a baseline for understanding the scale of the company's current distribution, against which the projected doubling of sales next year can be measured.

AI Safety and Regulation

Huang attended the U.K. summit alongside representatives from Alphabet Inc.'s Google (NASDAQ: GOOG), DeepMind, OpenAI, and Anthropic to discuss AI safety. While acknowledging safety issues, Huang pushed back against calls for a broader slowdown in AI development.

"When a product is not safe, we should hold it back and keep engineering it," Huang said. He emphasized that labs do not need new rules to ensure safety, countering narratives of an impending AI slowdown.

Long-Term Spending Outlook

Earlier this month, Huang described Nvidia as the "World’s First and Only Growth Value Stock." He positioned the company's expanding AI platform, broad customer base, and infrastructure partnerships to capture the next phase of global AI spending. Huang anticipates AI infrastructure spending to reach $3 trillion to $4 trillion by 2030.

This long-term view aligns with CFO Colette Kress’s projection of approximately 70% revenue growth for the fiscal year ending January 2028, as discussed during the company’s Q2 earnings call.

Asset Durability

Huang also emphasized the value of AI computing hardware as a financeable asset. He noted that rental prices for Nvidia’s older H100 GPUs continue to climb. This trend reinforces his view that "NVIDIA compute is fungible, durable and highly rentable," suggesting that even older hardware retains significant economic value in the current market.

What the Numbers Show

The combination of Huang’s expectation for doubled chip sales and the reported shipment of 6 million Blackwell GPUs in the last four quarters highlights a massive scale of operations. While Nvidia does not report total volume, the specific disclosure of Blackwell shipments serves as a key indicator of its current production capacity and market penetration, providing context for the aggressive growth forecast.

Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang rejected calls for new antitrust regulations to coordinate AI development, arguing that safety is an engineering problem rather than a regulatory one.

Huang stated that existing laws are sufficient to govern product reliability and functionality. He argued that AI companies should focus on building safeguards and testing products before release, rather than seeking government support for coordinated slowdowns.

Rejection of New Regulatory Frameworks

Huang’s comments followed a proposal by Anthropic CEO Dario Amodei, who suggested that leading AI labs might need to coordinate the pace of frontier-model development. Amodei indicated such coordination could require antitrust waivers.

"The fact that we need new laws, new antitrust laws, or new regulations to ensure companies properly engineer and test their products is just completely unnecessary," Huang said on CNBC’s "Mad Money." He emphasized that companies have plenty of existing regulations to ensure reliability.

Speaking at a Salesforce Inc. event, Huang added that companies can develop AI quickly while maintaining safety standards. "We don’t need new laws — we don’t need new regulations," he said. He called the choice between safety and speed a "false choice," adding, "You can definitely have both at the same time."

Safety as an Engineering Problem

Huang framed AI safety as a technical challenge solvable through rigorous testing. He urged developers to innovate quickly but hold back releases if technology is not ready.

"Safety is an engineering problem. Testing is an engineering problem," he said. "AI safety is a real thing," Huang added, arguing against releasing unsafe products while maintaining rapid innovation cycles. He noted that safety is paramount and often "job one," but remains an engineering responsibility.

Dismissal of Existential Risk Warnings

Huang also pushed back against warnings that advanced AI systems pose an existential threat to humanity. He explicitly rejected doomsday scenarios, stating, "We’re not going to die in 2030."

This stance aligns with his previous interactions with President Donald Trump, who recently dismissed AI safety concerns as a "hoax" during a live call at the All-In Summit. Huang is reportedly expected to join Trump at a state dinner honoring Chinese President Xi Jinping next week.

Industry Context and Market Reaction

While Huang downplayed regulatory needs, Meta Platforms Inc. (NASDAQ: META) CEO Mark Zuckerberg highlighted internal safety measures. Zuckerberg noted that Meta delayed its Muse AI agent for several months to address security concerns, asserting that labs have strong incentives to prioritize safety to retain user trust.

Nvidia shares closed at $212.17 on Tuesday, up 0.57%. In premarket trading Wednesday, the stock stood at $213.48, up 0.62%. On Thursday, shares traded up almost 3%, reaching $219.33, up 2.54%, as risk-on appetite lifted mega-cap tech alongside a broader market rebound where the Nasdaq rose 1.57% and the S&P 500 gained 1.01%.

Earlier in the week, Nvidia shares had fallen 3.4% on Monday amid concerns that tighter safeguards could reduce AI infrastructure spending following Amodei’s comments.

Broader Policy Engagement

Huang is scheduled to attend an AI forum convened by King Charles III in Scotland alongside executives from OpenAI, Google DeepMind and Anthropic. The event will focus on AI safety and international cooperation.

Trump previously eased restrictions on some Nvidia chip exports to China, although only older-generation processors can currently enter the market. Nvidia remains a major supplier of AI accelerators powering the ongoing data-center buildout.