Nvidia CEO Jensen Huang Doubles AI Demand Outlook To $1 Trillion And This Analyst Says It Is ‘Absolutely Wild’ — Here’s What Cramer And Munster Said

On Monday, speaking at Nvidia Corp’s GTC 2026 conference, CEO Jensen Huang said the company now sees $1 trillion in AI chip demand through 2027, a significant jump from the roughly $500 billion outlook shared just months ago.

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The revised forecast reflects surging demand for Nvidia’s next-generation platforms, including Blackwell and Vera Rubin, as companies ramp up spending on AI infrastructure.

However, earlier in the day, it was reported that the Rubin AI GPU platform may encounter production delays due to supply constraints involving next-generation memory.

Deepwater Asset Management’s Gene Munster said the update by Huang effectively lifts Nvidia’s revenue outlook above Wall Street expectations.

“This implies CY27 revenue of better than $500B,” Munster wrote on X, noting the Street is currently at $468 billion. “He effectively raised next year’s outlook 7% higher than the Street.”

Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street.

Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin.

Three weeks ago, he was saying CY26 was going to be better than $500B.

My…

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Jim Cramer highlighted the speed of the change, writing, “Jensen just raises his $500 billion in demand through 2027 at $1 trillion… Double from just a few months ago.”