- Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027.
- Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.
- The founder said that the inference inflection had arrived in the market, now that AI was capable of doing productive work.
Nvidia Corp. (NVDA) is expecting revenue of at least $1 trillion through 2027 as demand for artificial intelligence computing infrastructure accelerates.
Founder and CEO Jensen Huang said in his keynote address at Nvidia GTC 2026 that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference.
"The inflection, the inference inflection, has arrived,” Huang said.
“Last year at this time, I said that where I stood at that moment in time, we saw about $500 billion. We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Ruben through 2026,” 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."
Shares of NVDA declined 0.04% in Monday’s post-market trade.
Accelerating Chip Demand
At the Nvidia GTC 2026 event in San Jose, Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027. Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.
Huang said that AI had finally reached the point where it was able to do productive work. Making a case in point, the founder said that all of Nvidia's software engineers use AI coding assistants, such as Anthropic's Claude Code and OpenAI's Codex.
“I believe that computing demand has increased by one million times in the last two years,” Huang said. “It is the feeling that we all have. It is the feeling every startup has.”
GTC Launches
Meanwhile, Huang also announced a slew of launches at the GTC. The founder of the semiconductor company announced seven new chips for the Nvidia Vera Rubin platform, unveiled the Nvidia Vera CPU, calling it "the world's first processor purpose-built for the age of agentic AI and reinforcement learning,” and the Nvidia Vera Rubin DSX AI Factory reference design, a guide for building codesigned AI infrastructure, among other announcements.
Retail Take
On Stocktwits, retail sentiment around NVDA shares went to ‘neutral’ from the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.
One bullish user said the revenue outlook would likely push the company to a $6 trillion market cap.
Another user called the outlook “outstanding,” adding that the revenue was much higher than the gross domestic product (GDP) of most countries.
Shares of NVDA have risen more than 53% in the past year.
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