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NVDAInterview2026-03-19
Huang says adding more rack types to the data centre expands the range of Nvidia products sold, listing storage processors, Groq chips and CPUs.
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Jensen Huang · All-In Podcast · Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
“So Nvidia's TAM, if you will, increased from what it whatever it was to probably something call it, you know, 33% 50% higher. Now, part of that 33% or 50%, a lot of it's going to be storage processors, it's called Bluefield. Some of it will be a lot of it I'm hoping will be Groq processors, and some of it will be CPUs.”
Key terms
- TAM
- — Total addressable market — the full size of the sales opportunity a company could theoretically serve.
- Groq
- — An AI chip maker whose processors Huang says Nvidia is adding to its product mix.
- rack
- — A standard cabinet of servers and equipment installed in a data centre.
Educational summary of a public statement. Not investment advice.