On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said the chipmaker is rapidly expanding its dominance in AI inference and expects every major frontier AI company to adopt its Vera Rubin platform as demand for advanced AI computing accelerates.



<h2>Nvidia Says AI Inference Business Is Growing Rapidly</h2>



Speaking during Nvidia's first-quarter earnings call, Huang said the company is &#34;growing share in inference very, very quickly,&#34; pointing to the rising number of frontier AI companies entering the market and increasingly relying on Nvidia infrastructure.



Inference refers to the stage where trained AI models generate responses, power chatbots, process searches and handle real-world applications.



Huang said Nvidia's customer base has expanded beyond traditional hyperscalers, citing companies such as Anthropic, Perplexity AI and AI coding startup Cursor.



&#34;The number of frontier model companies has grown,&#34; Huang said during the call.



<div>




Read Also:

Jim Cramer Says Nvidia Stock Getting 'Relentless Hammering' A Familiar Pattern, Daniel Newman Calls Company 'Victim Of Its Own Success'




</div>


<h2>Anthropic Partnership Boosts Nvidia's AI Expansion</h2>



Huang highlighted Nvidia's growing partnership with Anthropic, saying the company is helping secure large-scale computing capacity for the startup across platforms, including Amazon.com, Inc. (NASDAQ:AMZN) Web Services, Microsoft Corp (NASDAQ:MSFT) Azure and CoreWeave (NASDAQ:CRWV).



&#34;The amount of capacity that we are going to bring online for Anthropic this year and next year is going to be quite significant,&#34; Huang said.



He added that Nvidia previously had limited exposure to Anthropic workloads, making the expansion especially meaningful for its inference business.



<h2>Vera Rubin Could Surpass Blackwell, Huang Says</h2>



Huang also projected strong demand for Nvidia's next-generation Vera Rubin AI architecture, which is expected to succeed the Blackwell platform. &#34;VeraRubin is going to be even more successful than Grace Blackwell at this point.&#34;



&#34;Every single frontier model company will jump on Vera Rubin from the get-go,&#34; Huang said, adding that the platform is already off to a &#34;tremendous start.&#34;



The Nvidia CEO also said the company remains dominant in &#34;physical AI,&#34; including robotics and autonomous systems, a market he said Nvidia serves &#34;practically&#34; alone today.



<h2>Nvidia Q1 Revenue Jumps 85%, Q2 Outlook Beats Estimates</h2>



Nvidia posted first-quarter revenue of $81.615 billion, marking an 85% increase from a year earlier and surpassing analysts' expectations of $78.796 billion.



The AI chip giant also reported adjusted earnings of $1.87 per share, ahead of Wall Street estimates of $1.76 per share.



For the second quarter, Nvidia projected revenue between $89.18 billion and $92.820 billion, topping the Street consensus forecast of $86.620 billion.



Price Action: NVDA shares closed Wednesday up 1.30% at $223.47 and slipped 1.26% to $220.66 in after-hours trading, according to Benzinga Pro.



Benzinga Edge Stock Rankings place NVDA in the 98th percentile for Growth, while the stock continues to show a positive trend across its short, medium and long-term price trends.



<figure class="wp-block-image size-full"><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/21032022/Screenshot-2026-05-20-at-8.17.50%E2%80%AFAM-6.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/21032022/Screenshot-2026-05-20-at-8.17.50%E2%80%AFAM-6.png"/></figure>



Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.



<div>




Read Also:

Jensen Huang Says Huawei Is 'Very, Very Strong' And Nvidia Has 'Largely Conceded' China Market: 'Don't Have Any Expectations'




</div>


Photo Courtesy: glen photo on Shutterstock.com

NVDA

NVDU

NVDY

NVDL

NVDX

Nvidia CEO Jensen Huang announced that the company is rapidly gaining market share in AI inference with its Vera Rubin chips, which are expected to surpass the Blackwell platform. During the Q1 earnings call, Huang highlighted significant growth in partnerships, particularly with Anthropic, and reported an 85% revenue increase to $81.615 billion. For Q2, Nvidia forecasts revenue between $89.18 billion and $92.820 billion, exceeding analyst expectations. NVDA shares rose 1.30% to $223.47.

- Nvidia CEO Jensen Huang announced rapid growth in the company's AI inference business, anticipating widespread adoption of its Vera Rubin platform among frontier AI companies.  
- The company reported first-quarter revenue of $81.615 billion, an 85% increase from the previous year, and projected second-quarter revenue between $89.18 billion and $92.820 billion.  
- Huang emphasized the significance of Nvidia's partnerships, especially with Anthropic, as the demand for advanced AI computing intensifies.

benzinga_article

NVIDIA

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Amazon

Microsoft

Coreweave

NVIDIA Corporation

Nvidia CEO Jensen Huang Says Vera Rubin Will Be 'More Successful' Than Blackwell As Nvidia's Share In Inference Growing 'Very, Very Quickly'