Jensen Huang reiterated this view at the Goldman Sachs Communacopia + Technology Conference, citing generative AI demand and the end of Moore's Law as key drivers. He stated that NVIDIA aims for 70% annual revenue growth while expanding capacity in chips, memory, packaging, power, and data centers to address infrastructure bottlenecks. He also listed cybersecurity, drug discovery, and physical AI (including autonomous driving, warehouse robots, etc.) as major growth opportunities beyond coding.