ClaimsJensen Huang

“We have no trouble beating the numbers on a regular basis.”

Jensen Huang, Nvidia CEO 26 September 2025 Transcript: Jensen Huang on OpenAI, Future of Compute (BG2 Pod) (Singju Post)

Factual Economics and markets

Huang said that "we" have no trouble beating "the numbers" on a regular basis, without saying whose numbers.

Mostly true True in substance, wrong in a detail.

Factual: Statements about the present or the past, checked against the record: did they hold up?

The second judge would not resolve this claim; the verdict shown is the first judge's.

Said for an organisation they lead or work for; it counts on both records.

What would count as true or false

The proposition is that Huang made this statement, not that NVIDIA actually beats any particular numbers. TRUE: a transcript or recording of Huang's remarks on or around 2025-09-26 shows him saying, substantially as quoted, that 'we' have no trouble beating 'the numbers' on a regular basis. MOSTLY TRUE: he said it with minor wording differences, or on a slightly different date. MOSTLY FALSE: the transcript shows materially different wording that changes the meaning, for example a hedge or a reference to specific named numbers. FALSE: the transcript of that appearance shows he did not say anything like this.

Set before the research began.

Evidence (1)

  1. E1 Jensen Huang Fires Back At Wall Street 'Flatlining' Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations Benzinga · 29 September 2025

    “During the podcast, Huang said, “We're comfortable with that,” adding that his company has “no trouble beating the numbers on a regular basis.””

Reasoning

Benzinga, an independent outlet, reported on 2025-09-29 that during a podcast Huang said "We're comfortable with that" and that his company has "no trouble beating the numbers on a regular basis" (E2). That wording matches the claimed quote. However, E2 is a secondary news report, not a transcript or recording, and it does not give the exact date of the podcast. That falls short of the criteria's standard for a full "true" verdict, so the claim resolves as mostly true.

Cite this claim

Jensen Huang, “Huang said that "we" have no trouble beating "the numbers" on a regular basis, without saying whose numbers.” (said 26 September 2025). Verdict: mostly true. Reliability API, claim c_8ce7e238e168, method 0.1.0+03d23c0e, dataset release v1.1.2. https://epistacklabs.com/claims/c_8ce7e238e168

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Jensen Huang, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

More factual claims by Jensen Huang

  1. Mixed Factual 4 September 2026
    “the reason why NVIDIA’s growth is accelerating is because people are starting to realize that we’re the safest architecture to invest in.”

    Huang said NVIDIA's growth is accelerating because people are starting to realize it is the safest architecture to invest in.

  2. Mostly true Factual 4 September 2026
    “Trillions of dollars in investment.”

    Current investment in AI is on the order of trillions of dollars.

  3. Mostly true Factual 4 September 2026
    “Today, it’s dollars per million tokens.”

    AI intelligence is now monetized and priced in dollars per million tokens.

  4. Mixed Factual 2 June 2026
    “Each one of these at one gigawatt level started at $20, $30 billion dollars.”

    A one-gigawatt AI factory started at $20-30 billion, is now $50-60 billion, and will soon be $80-100 billion per gigawatt.

  5. Mostly true Factual 1 June 2026
    “Now CoreWeave is worth $50, $60, $70 billion dollars and growing incredibly fast.”

    CoreWeave is now worth $50, $60 or $70 billion and is growing very fast.

All of them

Verdicts are made automatically; how verdicts are made.