By Bram Berkowitz, The Motley Fool
Publication Date: 2026-03-22 19:28:00
At Nvidia‘s (NASDAQ: NVDA) recent flagship GPU Technology Conference, CEO Jensen Huang kicked things off with a bang. He said he expects purchase orders for the company’s Blackwell and Vera Rubin platforms and graphics processing units (GPUs) to reach $1 trillion by the end of 2027, a significant increase from the company’s sales expectations for last year and this year.
However, the stock hardly moved on the news, and there’s still significant skepticism surrounding artificial intelligence stocks. Why won’t investors buy the stock right now?
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Blackwell is Nvidia’s current, most advanced version of its GPUs and rack systems, which are installed in data centers that help companies deploy AI solutions. Vera Rubin is the next iteration, expected to roll out this year. The systems are designed with 1.3 million components and projected to generate 10 times the performance of Blackwell, which was rolled out in 2024.
The $1 trillion number is a significant step up from the $500 billion in AI hardware sales that management had projected in 2025 and 2026. The number is also ahead of the $950 billion number that Wall Street analysts had been modeling, on average. Huang said that the company is seeing demand from a…
