Speaking at GTC 2026 in San Jose, NVIDIA’s chief executive Jensen Huang said he now sees “at least $1 trillion” in orders for the company’s Blackwell and Vera Rubin chips through 2027 — a dramatic jump from the roughly $500 billion demand figure he cited last year for Blackwell and Rubin through 2026. The new projection suggests NVIDIA believes the AI infrastructure boom is not peaking, but expanding into an even larger and more capital-intensive phase.

For NVIDIA, that matters far beyond headline optics. Blackwell is at the center of the company’s current AI server push, while Rubin is being positioned as the next major step in its hardware roadmap. On stage, Huang framed the shift as a reflection of how fast demand has moved in just a few months, as hyperscalers, cloud providers and AI model companies continue racing to lock in more compute.

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

Huang said during the keynote.

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 number lands at a moment when NVIDIA is trying to show that its growth story extends well beyond one blockbuster chip cycle. Rubin, which Nvidia had previously described as its next-generation AI architecture, is expected to outperform Blackwell significantly on both training and inference workloads, with production ramping in the second half of 2026. That makes Huang’s trillion-dollar claim not just a forecast about demand, but a statement about how central NVIDIA expects its future platforms to remain in the economics of AI.

Image: Keynote GTC, Screenshot