Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere
Nvidia CEO Jensen Huang said he expects $1 trillion worth of orders for the chips.
Nvidia CEO Jensen Huang threw out a lot of numbers — mostly of the technical variety — during his keynote Monday to kick off the company’s annual GTC Conference in San Jose, California.
But there was one financial figure that investors surely took notice of: his projection that there will 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, Huang noted that last year Nvidia saw about $500 billion in demand for its Blackwell and upcoming 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 said. “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, which was first announced in 2024, has been described by Huang as the state of the art in AI hardware that outperforms its Blackwell predecessor. The company said in January , when it officially started production of Rubin, it would operate 3.5x faster than the Blackwell architecture on model-training tasks and 5x faster on inference tasks, reaching as high as 50 petaflops.
Nvidia has said it expects to ramp up production in the second half of the year.
Disrupt 2026: The tech ecosystem, all in one room
Save up to $300 or 30% to TechCrunch Founder Summit
Actively scaling? Fundraising? Planning your next launch? TechCrunch Founder Summit 2026 delivers tactical playbooks and direct access to 1,000+ founders and investors who are building, backing, and closing.
Subscribe for the industry’s biggest tech news
AI Nvidia’s version of OpenClaw could solve its biggest problem: security Rebecca Szkutak 4 hours ago
Nvidia’s version of OpenClaw could solve its biggest problem: security
Gaming Nvidia’s DLSS 5 uses generative AI to boost photorealism in video games, with ambitions beyond gaming Rebecca Bellan 8 hours ago
Nvidia’s DLSS 5 uses generative AI to boost photorealism in video games, with ambitions beyond gaming
Enterprise How to watch Jensen Huang’s Nvidia GTC 2026 keynote — and what to expect Rebecca Szkutak 9 hours ago
How to watch Jensen Huang’s Nvidia GTC 2026 keynote — and what to expect
AI Nvidia’s version of OpenClaw could solve its biggest problem: security Rebecca Szkutak 4 hours ago
Nvidia’s version of OpenClaw could solve its biggest problem: security
In Brief Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Kirsten Korosec 5 hours ago
Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere
Government & Policy Warren presses Pentagon over decision to grant xAI access to classified networks Rebecca Bellan 6 hours ago
Warren presses Pentagon over decision to grant xAI access to classified networks
What this coverage includes
- Clear source attribution and link to the original publication.
- Editorial framing about relevance, impact, and likely next developments.
- Review for readability, context, and duplication before publication.
Original source:
TechCrunch AIAbout this article
This article was curated and published by AIDaily as part of our editorial coverage of artificial intelligence developments. The content is based on the original source cited below, enriched with editorial context and analysis. Automated tools may assist with translation and initial structuring, but publication decisions, factual review, and contextual framing remain editorial responsibilities.
Learn more about our editorial process