- Huang said that Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.
- JPMorgan said that the expanded sales potential implies at least $50 billion to $70 billion in additional data center revenue.
- Citi described Huang’s keynote as “checking all the boxes,” emphasizing solid demand for inference workloads.
Nvidia Corp (NVDA) CEO Jensen Huang on Tuesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.
In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.
Strong Pipeline Drives Confidence
Huang detailed that despite the forecast only covering Blackwell and Rubin, Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.
“At this point, with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”
— Jensen Huang, President and CEO, Nvidia
Nvidia stock inched 0.06% lower on Tuesday morning. On Stockwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.
Wall Street Expresses Optimism
Post Huang’s Keynote address at Nvidia GTC 2026, JPMorgan said that the expanded sales potential implies at least $50 billion to $70 billion in additional data center revenue beyond Wall Street expectations for 2026-2027.
The firm noted that a huge portion of the keynote focused on boosting traditional enterprise workloads using CUDA-X libraries, signaling untapped growth in existing server and AI infrastructure.
Citi termed Huang’s presentation as “checking all the boxes,” highlighting strong demand for inference workloads and projecting $1 trillion in data center sales from 2025 to 2027.
While this aligns with expectations, Citi noted that additional upside exists, as the $1 trillion figure excludes sales of language processing units, standalone CPUs, and Hopper platforms.
NVDA stock has gained over 52% in the last 12 months. The VanEck Semiconductor ETF (SMH) tracking the 25 biggest semiconductor manufacturers edged 0.4% higher, with sentiment in ‘bearish’ territory. The iShares U.S. Technology ETF (IYW) edged 0.5% higher.
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