Nvidia CEO Jensen Huang offered plenty of statistics — mostly of the tech variety — during his keynote speech to kick off the company’s annual meeting on Monday. gtc conference In San Jose, California.
But there was one financial figure that investors certainly paid attention to: They estimated there would be $1 trillion worth of orders for Nvidia’s Blackwell and Vera Rubin chips, a monetary reflection of a booming AI business.
About an hour into his keynote, Jensen said that last year Nvidia saw demand for its Blackwell and upcoming Rubin chips of about $500 billion by 2026.
“Now, I don’t know if you guys think the same way, but $500 billion is a huge amount of revenue,” he said. “Well, I’m here to tell you that from where I stand right now – just a few months after GTC DC, a year after the last GTC – right where I stand, I see at least $1 trillion by 2027.”
The Rubin computing chip architecture, first announced in 2024, is described by Jensen as state-of-the-art in AI hardware that outperforms its Blackwell predecessor. company said in JanuaryWhen it officially begins production of Rubin, it will be 3.5 times faster than the Blackwell architecture on model-training tasks and 5 times faster on inference tasks, reaching 50 petaflops.
Nvidia has said it expects production to increase in the second half of the year.
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