August 29, 2025 – According to a report from Business Insider yesterday, Jensen Huang, the founder and CEO of NVIDIA, announced that all of the company’s AI products have been completely sold out.
During a phone conference held yesterday, Huang emphasized that every single product in NVIDIA’s lineup, including the H100 and H200 models, is now out of stock. He also noted that new startups in the AI sector are scrambling to purchase GPUs to train their models, indicating a high level of demand in the market.
Looking ahead, Huang made a bold prediction about the financial prospects of AI-native startups. He estimated that their combined revenue would soar to 200billionnextyear,atenfoldincreasefromtheapproximately20 billion expected this year. This growth follows a remarkable trend, as these companies have already seen their revenues multiply by around ten times compared to 2024.
Moreover, NVIDIA executives refuted claims that interest in deploying AI infrastructure is waning. Huang, in particular, highlighted the immense opportunities that lie ahead, projecting that spending on AI infrastructure would reach between 3trillionand4 trillion in the future.
NVIDIA also released its financial results for the second quarter of fiscal year 2026 (ending July 27, 2025) yesterday. The company reported quarterly revenues of $46.7 billion, marking a 6% increase from the previous quarter and a substantial 56% rise compared to the same period last year. Despite these strong figures, NVIDIA cautioned that the growth rate of the AI sector, which has experienced a two-year boom, is expected to gradually slow down.
