Nvidia CEO Jensen Huang said demand for the company’s next generation AI chips could reach $1 trillion, a sign of how quickly artificial intelligence infrastructure spending continues to grow across the technology industry. Huang shared the projection during his keynote at Nvidia’s annual GTC conference in San Jose, where he discussed the company’s upcoming Blackwell and Vera Rubin chip platforms.
According to the keynote, Huang said Nvidia previously saw about $500 billion in demand for Blackwell and Rubin chips through 2026. He told the audience that the number has now doubled in his view, saying he sees “through 2027, at least $1 trillion” in orders for the company’s AI hardware.
Nvidia first introduced the Rubin architecture in 2024 as the successor to Blackwell. The company describes Rubin as a major step forward for AI computing, especially for large model training and inference tasks.
Nvidia says Rubin runs 3.5 times faster than Blackwell in training workloads and up to five times faster in inference, reaching performance levels around 50 petaflops. The company also expects to ramp production later this year as demand for AI infrastructure continues to accelerate.
