NVIDIA (NASDAQ:NVDA<\/a>) CEO Jensen Huang made his most provocative statement of the AI cycle over the weekend, and he made it on X rather than an earnings stage. Responding to news that OpenAI had trained its new GPT-6 Astra model on his company’s flagship silicon, Huang wrote: “GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.” <\/p>\n The post, published September 6, 2026, ties artificial general intelligence directly to NVIDIA hardware. It has since drawn 37,442 likes and 4,196 retweets, and it reframes a debate Huang has been navigating carefully on recent earnings calls. <\/p>\n From Earnings Call Caution to Public Declaration <\/p>\n On the August 26, 2026 Q2 FY2027 call, Huang was more measured. Asked directly about AGI and recursive self-improvement, he said “for many tasks, we could say that we’ve already achieved AGI” before pivoting to economics: “I think all of those milestones are kind of senseless at this point. The most important thing that matters for the industry is that one, AI is now doing productive and useful work. Two, AI is generating profitable tokens. And three, if we had more compute, we could generate more profitable tokens.” <\/p>\n That framing was captured in his opening remarks: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.” <\/p>\n Free Report, Just Released <\/p>\n Why NVDA Made Our Top 10 List <\/p>\n 24\/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now.<\/a> <\/p>\n And NVDA made the cut. See who else did. <\/p>\n The report is free, and you can see why we think each stock is a top investment today. <\/p>\n Enter Your Email and See the Ten \u2192<\/a> <\/p>\n Compute Is Revenue, and the Numbers Show It <\/p>\n Story Continues <\/p>\n Q2 FY2027 revenue reached $96.22 billion, up 105.8% year over year and beating consensus of $92.07 billion. Data Center revenue hit $89.02 billion, growing 117%. Non-GAAP gross margin expanded to 75.0% from 72.5%, and net income rose 125.9% to $59.69B. <\/p>\n Guidance calls for $108.0 billion in Q3 revenue, and management said it expects fiscal 2028 revenue to grow approximately 70%. Huang described the outlook as supply-constrained, saying “at this moment, we have supply for 70%. Our demand is much higher than that.” <\/p>\n Inside the 100,000 GPU Cluster That Prompted the Claim <\/p>\n The Astra cluster follows other six-figure Grace Blackwell deployments NVIDIA has flagged. In Q3 FY26, the company announced the Oracle-built Solstice supercomputer, 100,000 Blackwell GPUs for the U.S. Department of Energy. On the Q2 call, Huang framed the broader buildout in unit economics: Grace Blackwell generates $25 billion per gigawatt in revenue opportunity, and successor Vera Rubin lifts that to $40 billion per gigawatt. Top five hyperscaler capex is expected to reach nearly $800 billion in 2026 and $1.3 trillion in 2027 (all of that spend has to be powered, cooled, and networked by somebody, and we pulled together seven suppliers doing exactly that in a free report here). <\/p>\n Market Response <\/p>\n NVDA closed at $230.36 on September 4, 2026, up 5.89% over the past week, 23.67% year to date, and 34.37% over the past year. Market cap sits near $5.56 trillion. Watch whether Huang’s AGI language shows up in Q3 FY27 prepared remarks, and whether the 400,000 GPUs he says are “coming online next” get quantified in future guidance. <\/p>\n If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24\/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today.<\/a> And NVDA was one of them. <\/p>\n They combed the entire market. It’s not 10 ideas, not 10 stocks everyone is talking about, it’s what their research points to as the 10 best stocks to buy right now, and it’s free. Read more here and see which stocks made the list –>><\/a> <\/p>\n<\/a> NVIDIA Blog \/ Press
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