AI has been popular for several years, and the clearest direction of performance is AI programming. Since last year, Anthropic has surpassed OpenAI in the limelight, and their Claude has become the strongest AI programming model currently. Anthropic's revenue is also growing explosively. NVIDIA CEO Huang Jenxun recently expressed strong confidence in the company in a podcast.Think their revenue will reach $1 trillion in 2030.

Huang Renxun not only thinks highly of Anthropic,He also believes that Anthropic CEO Dario Amodei’s predictions for his company are too conservative.Clearly Huang is much more optimistic about Anthropic's future than the company itself thinks.

In addition, Huang Renxun also agreed with Anthropic's philosophy and mission on AI security, saying that for U.S. national security, the biggest risk actually does not come from the technology itself, but from the anger, fear or paranoia of American society, which in turn leads to a slowdown in the development of AI.

In the AI ​​era, trillions in revenue has almost become the mantra of major CEOs. OpenAI was previously believed to reach US$1 trillion in revenue in a few years, but their annualized revenue this year is only US$25 billion, but the cost is more than US$35 billion.

Anthropic's current annual revenue has only increased from US$9 billion last year to approximately US$19 billion this year. To reach trillions of revenue in five years, it will need to maintain an annual growth of 5-10 times.

Of course, Huang Renxun's revenue forecast for his company is also very exaggerated. At the GTC conference a few days ago, he mentioned orders of US$1 trillion in 2027. This was interpreted by many reports as meaning that revenue will reach US$1 trillion that year. In fact, it is not.Instead, the order value of Blackwell and Rubin systems will reach US$1 trillion in 2027.

This figure was US$500 billion at the GTC conference at the end of last year, but the deadline at that time was 2026, which means that Huang Renxun’s current calculations believe that there will be another US$500 billion in AI orders in 2027.