Nvidia CEO Jensen Huang predicts sustained growth in the data center business, fueled by AI infrastructure spending. The company’s dominance in AI chips contributes to its success, commanding a 90% market share. With a backlog of $500 billion orders, Nvidia’s data center revenue could reach $170 billion by fiscal 2026.

The data center business has been pivotal for Nvidia, generating over $80 billion in revenue in the first half of fiscal year 2026. With a potential backlog of $320 billion for fiscal 2027, Nvidia’s revenue could surge by 88% next year. Analysts project revenue to reach $345 billion in the coming years, exceeding expectations.

Nvidia anticipates substantial growth in data center capital spending, estimated to reach $1.5 trillion by 2027. This presents a significant revenue opportunity for Nvidia, potentially reaching $450 billion in data center revenue by 2027. The company’s AI chip dominance, coupled with a hefty backlog, positions it for strong growth over the next three years.

Read more at Nasdaq: Nvidia’s AI Dominance: Data Center Revenue Poised for 165% Surge by 2027