NVIDIA CEO Jensen Huang projects Blackwell and Vera Rubin sales toward $1 trillion

During his keynote on Monday at Nvidia’s annual GTC Conference in San Jose, California, CEO Jensen Huang shared a range of figures, many focused on technical advancements. However, one projection stood out for its financial significance: his estimate that demand for Nvidia’s Blackwell and Vera Rubin chips could reach $1 trillion.

Roughly an hour into his presentation, Huang reflected on the company’s momentum, noting that Nvidia had already seen approximately $500 billion in demand for its Blackwell and upcoming Rubin chips through 2026.

“Now, I don’t know if you guys feel the same way, but $500 billion is an enormous amount of revenue,” he said. “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.”

The Rubin computing architecture, first introduced in 2024, represents Nvidia’s next-generation AI hardware. Huang has described it as surpassing the capabilities of the Blackwell platform. When Nvidia officially began production of Rubin earlier this year, the company said the architecture would deliver up to 3.5 times the performance of Blackwell for training AI models and up to five times the performance for inference tasks, with peak performance reaching around 50 petaflops.

NVIDIA has also indicated that it plans to significantly scale production of these chips in the second half of the year as demand continues to grow.