In an interview with FOX, Jensen Huang stated that the volume of orders for AI accelerators has already exceeded the figures announced in November 2025. At that time, the head of NVIDIA spoke about orders from around the world totaling $500 billion, and now this figure has become "significantly higher."
«The demand for our products is incredible. 2026 will be a very strong year for us. (…) Since I announced the volume of orders, it continues to grow. AI is no longer just language models, but also breakthroughs like "physical AI" – systems that understand cause-and-effect relationships and the laws of physics, for example, for self-driving cars. (…) AI no longer hallucinates like it used to, but makes logical conclusions and solves problems, including in medicine.
(…) We are building new factories in the USA as part of President Donald Trump's plan to return industry to the country. This is accompanied by the largest expansion of industrial infrastructure in human history. (…) Demand for our products is very high, but we are coping with supplies,» said the head of NVIDIA.
At the same time, the huge volume of orders for AI accelerators is forcing NVIDIA to shift resources to a more profitable segment. According to the latest leaks, the company does not have time to fulfill orders from the AI sphere, which is why the production of a number of RTX 50 series video cards is being curtailed or has already been stopped this year. It was previously reported that even the RTX 5060 may become scarce in the near future.