Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere

Nvidia CEO Jensen Huang threw out a lot of numbers – mostly technical ones – during his keynote Monday to kick off the company’s annual GTC conference in San Jose, California.

But there was one financial figure that investors certainly paid attention to: his prediction that there will be $1 trillion worth of orders for Nvidia’s Blackwell and Vera Rubin chips, a monetary reflection of a booming AI business.

About an hour into his keynote, Huang noted that Nvidia saw about $500 billion in demand for its Blackwell and upcoming Rubin chips last year through 2026.

“I don’t know if you feel the same way, but $500 billion is a huge amount of revenue,” he said. “Well, I’m here to tell you that where I stand now – a few months after GTC DC, a year after the last GTC – where I stand now, I see at least $1 trillion through 2027.”

First announced in 2024, the Rubin computer chip architecture has been described by Huang as the state-of-the-art in AI hardware that outperforms its Blackwell predecessor. The company said in January, when it officially started production of Rubin, that it would run 3.5x faster than the Blackwell architecture on model training tasks and 5x faster on inference tasks, up to 50 petaflops.

Nvidia has said it expects to ramp up production in the second half of the year.