Nvidia CEO Jensen Huang reiterated his forecast that global AI infrastructure spending could reach $3 trillion to $4 trillion by 2030, saying the company is positioned to benefit through its expanding platform, customer base and industry partnerships. Huang said Nvidia remains confident it can grow revenue 70% year over year, while unconstrained demand had previously been described as exceeding 100%. He identified land, electricity and ready-to-use data-center capacity as the principal constraints on AI expansion, alongside supply-chain needs including packaging, memory, connectors, voltage regulators and wafers. Nvidia recorded $303 billion in trailing 12-month revenue and gross margins near 75%, while Grace Blackwell NVLink 72-rack systems posted 27% month-over-month growth. Huang also highlighted partnerships spanning cybersecurity, autonomous vehicles, logistics and telecommunications, including work with CrowdStrike, Mercedes, Uber, Amazon and Nokia. The comments add to scrutiny of Nvidia’s investments and guarantees for AI infrastructure customers, which Huang has defended as backing projects supported by contracted demand.