The CEO of the world’s most valuable company has predicted which company will next join the trillion-dollar club.
Jensen Huang, NVIDIA’s leather-jacket-wearing CEO who has become the face of the AI revolution, made a bold prediction about OpenAI’s future during a recent podcast appearance. His comments come just one week after NVIDIA announced a groundbreaking $100 billion investment partnership with the ChatGPT creator, marking one of the largest corporate investments in AI history. Huang’s confidence in OpenAI isn’t just corporate speak—it’s a calculated bet from someone who has witnessed firsthand the explosive growth of artificial intelligence companies.
“I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company,” Huang stated with characteristic conviction. When pressed by the interviewer about his use of the term “hyperscale,” Huang drew parallels to today’s tech giants: “Hyperscale, like Meta is a hyperscale. Google’s a hyperscale. They’re gonna have consumer and enterprise services and they are very likely going to be the world’s next multi-trillion dollar hyperscale company.”
The NVIDIA chief executive’s reasoning extends beyond mere speculation. “If that’s the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine. And you gotta invest in things. Right. And it turns out we happen to know this space,” Huang explained. His enthusiasm was palpable as he continued: “The return on that money is gonna be fantastic. So we love the opportunity to invest. We don’t have to invest. And it’s not required for us to invest, but they’re giving us the opportunity to invest. Fantastic thing.”
Huang’s prediction carries significant weight given NVIDIA’s position at the epicenter of the AI boom. The company’s chips power the majority of AI training and inference worldwide, giving Huang an unparalleled view into which companies are scaling fastest and most effectively. NVIDIA itself has become the world’s most valuable company, with a market cap exceeding $3 trillion, largely due to insatiable demand for its AI processors from companies like OpenAI, Google, and Meta.
The timing of this prediction is particularly noteworthy. OpenAI has experienced meteoric growth since launching ChatGPT in late 2022, rapidly expanding from a research lab to a company reportedly valued at $300-500 billion in recent funding rounds. The partnership with NVIDIA not only provides OpenAI with crucial computing infrastructure but also signals NVIDIA’s confidence in betting on the AI company’s long-term success. If Huang’s prediction proves correct, this $100 billion investment could represent one of the most prescient corporate partnerships in tech history, potentially reshaping the competitive landscape of both artificial intelligence and cloud computing for decades to come.