By TradingView
Publication Date: 2026-03-27 17:00:00
Nvidia (NVDA, Financials) may be underestimating its long-term data center revenue potential, according to Wells Fargo, which said the company’s $1 trillion forecast could prove conservative.
The estimate, which was made during Nvidia’s recent GTC event, is based on the demand for its Blackwell and Rubin GPU platforms. These platforms are projected to be the next generation of artificial intelligence infrastructure. Wells Fargo thinks that the current expectations for data center revenue in 2026 and 2027 might be 15% to 20% higher.
The company said that big cloud providers are still growing. They intend to add about 22 gigawatts of AI capacity in 2026 and 25 gigawatts in 2027. Based on these trends, researchers think that data centers might make more than $120 billion more than what most people assume.
By early 2026, Nvidia expects to make between $150 billion and $155 billion from its Blackwell platform. As more people use it, this number is projected to climb. The company’s larger pipeline predicts that its next-generation chips might bring in more over $840 billion in sales by 2027.
The prognosis shows that there will continue to be a lot of demand for AI computing infrastructure, and Nvidia will continue to be a key supplier to hyperscale data center operators.
Investors will keep an eye on how quickly deployments turn into money and whether demand stays ahead of already high forecasts.
