During his opening keynote address at Nvidia's annual GTC Conference in San Jose, California, CEO Jensen Huang unveiled a host of technical innovations and projections, setting an ambitious tone for the event.
Amidst the technical details, one financial revelation particularly captured investors' attention: Huang's forecast of an astounding $1 trillion in orders for Nvidia’s cutting-edge Blackwell and Vera Rubin chips, underscoring the explosive growth within the artificial intelligence sector.
Approximately an hour into his presentation, Huang recalled that just last year, Nvidia had anticipated approximately $500 billion in demand for its Blackwell and forthcoming Rubin chips, extending through 2026.
Reflecting on the previous estimate, he stated, “Now, I don’t know if you guys feel the same way, but $500 billion is an enormous amount of revenue.” He then dramatically updated this outlook, declaring, “Well, I’m here to tell you that right now where I stand — a few short months after GTC DC, one year after last GTC — right here where I stand, I see through 2027, at least $1 trillion.” This revised projection highlights a significant acceleration in market demand.
The Rubin computing chip architecture, initially unveiled in 2024, has been lauded by Huang as the "state of the art" in AI hardware, engineered to significantly surpass its Blackwell predecessor. Nvidia confirmed in January, coinciding with the official commencement of Rubin's production, that the new architecture is designed to perform 3.5 times faster than Blackwell on model-training tasks and an impressive 5 times faster on inference tasks, achieving peak performance of up to 50 petaflops.
Nvidia has indicated plans to substantially scale up production of these advanced chips during the latter half of the current year.
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