Jensen Huang thinks Dario Amodei's prediction of $1T in AI revenue by 2030 is too conservative.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-05-31
Nvidia CEO Jensen Huang publicly states that Anthropic CEO Dario Amodei's prediction of $1 trillion in AI revenue by 2030 is too conservative, arguing Anthropic itself will far exceed its share of that figure.
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Topics: ai-economicsai-revenue-forecastingnvidiaanthropic
Claims
- Dario Amodei has predicted $1 trillion in AI revenue by 2030.
- Jensen Huang believes Amodei's $1T forecast is too conservative and that Anthropic alone will significantly exceed expectations.
- Huang argues Amodei has not fully accounted for at least one major factor that will drive AI revenue higher.
- Nvidia's CEO is publicly bullish on a competitor's commercial prospects, suggesting broad industry confidence in AI monetization.
Key quotes
I believe Dario and Anthropic are going to do way better than that. Way better than that.
the one part that he hasn't considered: I believe every single [factor X—tweet truncated]