Nvidia CEO Jensen Huang laid out a lot of numbers (mostly technical) during his Monday keynote to kick off the company’s annual GTC conference in San Jose, California.
But there was one financial number that definitely caught investors’ attention. It’s his prediction that orders for NVIDIA’s Blackwell and Vera Rubin chips will be worth $1 trillion, a financial reflection of the rapid growth of the AI business.
About an hour into the keynote, Huang pointed out that NVIDIA last year predicted there would be about $500 billion in demand for its Blackwell chips and upcoming Rubin chips by 2026.
“I don’t know if you feel the same way, but $500 billion is a lot of revenue,” he said. “Well, I’m here to tell you that where I stand right now, a few months after GTC DC, a year after the last GTC, exactly where I’m standing, we’re looking at at least $1 trillion through 2027.”
The Rubin computing chip architecture, first announced in 2024, is the most advanced AI hardware, surpassing its Blackwell predecessors, Huang explains. When the company officially began production of Rubin in January, it announced that it would run 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 said it plans to ramp up production in the second half of this year.
tech crunch event
San Francisco, California
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October 13-15, 2026
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