Nvidia’s CEO, Jensen Huang, presented numerous technical figures during his keynote on Monday, marking the start of the company’s annual GTC Conference in San Jose, California.
However, a standout figure for investors was his forecast of $1 trillion in orders for Nvidia’s Blackwell and Vera Rubin chips, highlighting the rapid growth of the AI sector.
Approximately an hour into his address, Jensen highlighted that last year, Nvidia experienced a demand of around $500 billion for its Blackwell and forthcoming Rubin chips through 2026.
“Now, I don’t know if you guys feel the same way, but $500 billion is an enormous amount of revenue,” he stated. “Well, I’m here to tell you that right now where I stand — a few short months after GTC DC, one year after last GTC — right here where I stand, I see through 2027, at least $1 trillion.”
The Rubin computing chip architecture, initially announced in 2024, is described by Jensen as cutting-edge AI hardware that surpasses its Blackwell predecessor. In January, when production of Rubin officially commenced, the company announced it would operate 3.5 times faster than the Blackwell architecture for model-training tasks and 5 times faster for inference tasks, reaching up to 50 petaflops.
Nvidia has indicated it plans to increase production in the latter half of the year.
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