By Patrick Sanders
Publication Date: 2026-04-05 06:20:00
Nvidia (NVDA +0.93%) raised eyebrows last year when CEO Jensen Huang estimated that the artificial intelligence (AI) infrastructure opportunity could be worth up to $4 trillion over the next five years. It’s reasonable to presume that Nvidia would get a good chunk of that, as its Blackwell and next-generation Rubin graphics processing units are in high demand for their ability to train and run high-level AI applications.
But now investors have more clarity about how much Nvidia expects to generate in revenue and by when. And the answer may surprise you.
Speaking at the Nvidia GTC (GPU Technology Conference) in San Jose, California, in mid-March, Nvidia projected it would generate a staggering $1 trillion in AI revenue in the 2027 calendar year, a dramatic increase from its previous estimate of $500 billion during this year.
Nvidia stock is down about 15% from its all-time high, and it’s lost roughly $1 trillion in market capitalization since breaking through the $5 trillion barrier last year. A lot of people have dumped Nvidia stock amid fears of an AI bubble.
If you’re one of those investors, then I think it’s time to get back on the Nvidia freight train. Huang made a valid case at Nvidia GTC that the company still has an amazing opportunity — and AI will be a tremendous tailwind for Nvidia stock.
Image source: Nvidia.
What happened at Nvidia GTC?
The big news from Nvidia GTC was the company’s sales projections. Nvidia has been bringing in profits hand over fist as…
