Jensen Huang Just Put Nvidia’s Blackwell and Vera Rubin’s Sales Forecast into the $1 Trillion Stratosphere

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 definitely noticed: his prediction that there would be $1 trillion in orders for Nvidia’s Blackwell and Vera Rubin chips, a critical reflection of the booming AI business.

About an hour into his keynote, Huang noted that last year Nvidia saw $500 billion in demand for Blackwell and Rubin chips coming through 2026.

“Now, I don’t know if you feel the same way, but $500 billion is a tremendous amount of revenue,” he said. “Well, I’m here to tell you that right now where I stand – a few months after the GTC DC, and a year after the last GTC – right here where I stand, I see that through 2027, it’s at least $1 trillion.”

Huang described Rubin’s computing chip architecture, first announced in 2024, as state-of-the-art in AI hardware that outperforms its Blackwell predecessor. The company said in January, when it officially began production of the Rubin, that it would perform 3.5 times faster than the Blackwell architecture on model training tasks and 5 times faster on inference tasks, reaching 50 petaflops.

Nvidia said it expects production to increase in the second half of the year.