Nvidia’s Jensen Huang says only Nvidia can handle $100B-scale AI factory builds

The Nvidia CEO pointed to $100 billion in verified customer contracts to push back on circular financing concerns Jensen Huang has a simple pitch for anyone planning to spend a fortune on AI hardware: Nvidia is the only company you should trust with it. Speaking at the Goldman Sachs Communacopia + Technology Conference in September 2026, the Nvidia CEO said his company stands alone in its ability to handle next-generation chips and serve customers around the world quickly. Competitors, in his telling, can’t match that combination. Huang’s rebuttal was a number. He said Nvidia holds $100 billion in verified customer contracts , and he framed that figure as proof of genuine demand supporting the company’s investments and partnerships.

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