Nvidia CEO Jensen Huang threw out plenty of numbers — principally of the technical selection — throughout his keynote Monday to kick off the corporate’s annual GTC Convention in San Jose, California.
However there was one monetary determine that buyers absolutely took discover of: his projection that there might be $1 trillion price of orders for Nvidia’s Blackwell and Vera Rubin chips, a financial reflection of a booming AI enterprise.
About an hour into his keynote, Huang famous that final 12 months Nvidia noticed about $500 billion in demand for its Blackwell and upcoming Rubin chips by way of 2026.
“Now, I don’t know in the event you guys really feel the identical manner, however $500 billion is a gigantic quantity of income,” he mentioned. “Effectively, I’m right here to inform you that proper now the place I stand — a couple of quick months after GTC DC, one 12 months after final GTC — proper right here the place I stand, I see by way of 2027, a minimum of $1 trillion.”
The Rubin computing chip structure, which was first introduced in 2024, has been described by Huang because the cutting-edge in AI {hardware} that outperforms its Blackwell predecessor. The corporate mentioned in January, when it formally began manufacturing of Rubin, it will function 3.5x sooner than the Blackwell structure on model-training duties and 5x sooner on inference duties, reaching as excessive as 50 petaflops.
Nvidia has mentioned it expects to ramp up manufacturing within the second half of the 12 months.
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San Francisco, CA
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October 13-15, 2026
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