Nvidia CEO on AI Chip Demand & Agentic AI Growth in 2026 - News and Statistics

Mar 21, 2026

According to a report from Yahoo Finance, Nvidia‘s CEO Jensen Huang has expressed a positive outlook on the future of artificial intelligence. He indicated that demand for the company’s chips is not slowing down.

Nvidia’s data center segment represents the majority of its revenue and has driven sales growth. For the fourth quarter of its fiscal year 2026, which concluded in late January, total revenue reached $68.1 billion, marking a 73% increase from the previous year. Revenue from the data center segment was $62.3 billion, a 75% year-over-year rise, attributed to expanding demand for AI chips. The company noted that its revenue is significantly concentrated among a small number of customers.

During its fiscal year 2026, one direct customer accounted for 22% of total revenue, while another accounted for 14%. The identities of these customers were not disclosed, though they are speculated to be major cloud computing entities.

Huang commented during an earnings conference call that an inflection point for agentic AI has been observed. He described agentic AI as tools that independently execute steps to achieve a goal, differing from chatbots that simply respond to prompts. Huang believes this type of AI will find applications across all sectors and could represent a multi-trillion-dollar opportunity. These more complex AI systems are expected to require greater computing power for training.

Huang’s position suggests that the development of agentic AI will drive increased demand for Nvidia’s products. This implies businesses may continue substantial spending on the company’s AI chips, potentially supporting ongoing revenue and earnings strength.

This report provides a comprehensive view of the global memories industry, tracking demand, supply, and trade flows across the worldwide value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory standards on supply.

Beyond headline metrics, the study benchmarks prices, margins, and trade routes so you can see where value is created and how it moves between exporters and importers worldwide. The analysis is designed to support strategic planning, market entry, portfolio prioritization, and risk management in the global memories landscape.

Quick navigation
Key findings

Global demand is shaped by both household and industrial usage, with trade flows linking cost-competitive producers to import-reliant markets.
Pricing dynamics reflect unit values, freight costs, exchange rates, and regulatory shifts that affect sourcing decisions.
Supply depends on input availability and production efficiency, creating distinct cost curves across regions.
Market concentration varies by country, creating different competitive landscapes and entry barriers.
The 2035 outlook highlights where capacity investment and demand growth are most aligned globally.
Report scope

The report combines market sizing with trade intelligence and price analytics. It covers both historical performance and the forward outlook to 2035, allowing you to compare cycles, structural shifts, and policy impacts across countries and regions.

Market size and growth in value and volume terms
Consumption structure by end-use segments and regions
Production capacity, output, and cost dynamics
Global trade flows, exporters, importers, and balances
Price benchmarks, unit values, and margin signals
Competitive context and market entry conditions
Product coverageProdcom 26113023 – Multichip integrated circuits: memoriesProdcom 26113027 – Electronic integrated circuits (excluding multichip circuits): dynamic random-access memories (D-RAMs)Prodcom 26113034 – Electronic integrated circuits (excluding multichip circuits): static random-access memories (S-RAMs), including cache random-access memories (cache-RAMs)Prodcom 26113054 – Electronic integrated circuits (excluding multichip circuits): UV erasable, programmable, read only memories (EPROMs)Prodcom 26113065 – Electronic integrated circuits (excluding multichip circuits): electrically erasable, programmable, read only memories (E.PROMs), including flash E.PROMsProdcom 26113067 – Electronic integrated circuits (excluding multichip circuits): other memoriesCountry coverageCountry profiles and benchmarks

For the global report, country profiles provide a consistent view of market size, trade balance, prices, and per-capita indicators. The profiles highlight the largest consuming and producing markets and allow direct benchmarking across peers.

Methodology

The analysis is built on a multi-source framework that combines official statistics, trade records, company disclosures, and expert validation. Data are standardized, reconciled, and cross-checked to ensure consistency across time series.

International trade data (exports, imports, and mirror statistics)
National production and consumption statistics
Company-level information from financial filings and public releases
Price series and unit value benchmarks
Analyst review, outlier checks, and time-series validation

All data are normalized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons across time are aligned and actionable.

Forecasts to 2035

The forecast horizon extends to 2035 and is based on a structured model that links memories demand and supply to macroeconomic indicators, trade patterns, and sector-specific drivers. The model captures both cyclical and structural factors and reflects known policy and technology shifts.

Historical baseline: 2012-2025
Forecast horizon: 2026-2035
Scenario-based sensitivity to income growth, substitution, and regulation
Capacity and investment outlook for major producing countries

Each country projection is built from its own historical pattern and the regional context, allowing the report to show where growth is concentrated and where risks are elevated.

Price analysis and trade dynamics

Prices are analyzed in detail, including export and import unit values, regional spreads, and changes in trade costs. The report highlights how seasonality, freight rates, exchange rates, and supply disruptions influence pricing and margins.

Price benchmarks by country and sub-region
Export and import unit value trends
Seasonality and calendar effects in trade flows
Price outlook to 2035 under baseline assumptions
Profiles of market participants

Key producers, exporters, and distributors are profiled with a focus on their operational scale, geographic footprint, product mix, and market positioning. This helps identify competitive pressure points, partnership opportunities, and routes to differentiation.

Business focus and production capabilities
Geographic reach and distribution networks
Cost structure and pricing strategy indicators
Compliance, certification, and sustainability context
How to use this report

Quantify global demand and identify the most attractive markets
Evaluate export opportunities and prioritize target countries
Track price dynamics and protect margins
Benchmark performance against major competitors
Build evidence-based forecasts for investment decisions

This report is designed for manufacturers, distributors, importers, wholesalers, investors, and advisors who need a clear, data-driven picture of global memories dynamics.

FAQ
What is included in the global memories market?

The market size aggregates consumption and trade data at country and regional levels, presented in both value and volume terms.

How are the forecasts to 2035 built?

The projections combine historical trends with macroeconomic indicators, trade dynamics, and sector-specific drivers.

Does the report cover prices and margins?

Yes, it includes export and import unit values, regional spreads, and a pricing outlook to 2035.

Which countries are profiled in detail?

The report provides profiles for the largest consuming and producing countries, enabling benchmarking across peers.

Can this report support market entry decisions?

Yes, it highlights demand hotspots, trade routes, pricing trends, and competitive context.

1. INTRODUCTION

Making Data-Driven Decisions to Grow Your Business

REPORT DESCRIPTION
RESEARCH METHODOLOGY AND THE AI PLATFORM
DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
GLOSSARY AND SPECIFIC TERMS

2. EXECUTIVE SUMMARY

A Quick Overview of Market Performance

KEY FINDINGS
MARKET TRENDS This Chapter is Available Only for the Professional EditionPRO

3. MARKET OVERVIEW

Understanding the Current State of The Market and its Prospects

MARKET SIZE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
CONSUMPTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
MARKET FORECAST TO 2035

4. MOST PROMISING PRODUCTS FOR DIVERSIFICATION

Finding New Products to Diversify Your Business

TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
BEST-SELLING PRODUCTS
MOST CONSUMED PRODUCTS
MOST TRADED PRODUCTS
MOST PROFITABLE PRODUCTS FOR EXPORT

5. MOST PROMISING SUPPLYING COUNTRIES

Choosing the Best Countries to Establish Your Sustainable Supply Chain

TOP COUNTRIES TO SOURCE YOUR PRODUCT
TOP PRODUCING COUNTRIES
TOP EXPORTING COUNTRIES
LOW-COST EXPORTING COUNTRIES

6. MOST PROMISING OVERSEAS MARKETS

Choosing the Best Countries to Boost Your Export

TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
TOP CONSUMING MARKETS
UNSATURATED MARKETS
TOP IMPORTING MARKETS
MOST PROFITABLE MARKETS

7. PRODUCTION

The Latest Trends and Insights into The Industry

PRODUCTION VOLUME AND VALUE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
PRODUCTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)

8. IMPORTS

The Largest Import Supplying Countries

IMPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
IMPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
IMPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)

9. EXPORTS

The Largest Destinations for Exports

EXPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
EXPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
EXPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)

10. PROFILES OF MAJOR PRODUCERS

The Largest Producers on The Market and Their Profiles

11. COUNTRY PROFILES

The Largest Markets And Their Profiles

This Chapter is Available Only for the Professional Edition
PRO

11.1

United States