By Katie Tarasov,Jordan Novet
Publication Date: 2026-03-16 19:24:00
At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027.
Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report last month, Finance chief Colette Kress said the company expects growth this year to exceed what was included in that estimate.
Huang said demand is booming from startups and big companies alike. Nvidia shares rose about 2% on Monday.
“If they could just get more capacity, they could generate more tokens, their revenues would go up,” Huang said at GTC in San Jose, California.
Nvidia’s graphics processing units for artificial intelligence have turned the brand into a household name and the most valuable public company in the world, worth about $4.5 trillion. As mass AI adoption shifts from chatbots to agentic apps that spawn off other agents to accomplish tasks, the number of tokens being generated has exploded, creating even greater need for running inference at faster speeds.
The chipmaker said in February that year-over-year revenue this quarter will surge about 77% to roughly $78 billion. The company has reported 11 straight quarters of revenue growth above 55%.
Nvidia is scheduled to roll out Vera Rubin later this year. The system, which is made up of 1.3 million components, will deliver 10 times more performance per watt…
