NVIDIA Expects AI Chip Revenue to Reach at Least $1 Trillion by the End of 2027
2026-03-17 11:43
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Wedoany.com Report, On March 16 local time, during the keynote speech at NVIDIA's GTC conference, company founder and CEO Jensen Huang disclosed sales expectations for the new generation of AI chips. He stated that by the end of 2027, its Blackwell and Rubin series chips are expected to generate at least $1 trillion in revenue. This latest forecast represents a significant increase from previously announced sales targets—NVIDIA had previously estimated that these chips would bring in $500 billion in sales by the end of 2026. Jensen Huang's latest statement effectively extends the outlook by one year while maintaining high growth expectations.

Blackwell and Rubin are two generations of core GPU architectures launched by NVIDIA for the AI computing market. Blackwell architecture products have now entered the mass shipment phase, becoming the main computing power chips for global AI data centers. Rubin, as the next-generation architecture, is expected to take over in the coming years, continuing to support the training and inference needs of AI models. The $1 trillion revenue expectation given by Jensen Huang this time indicates that these two generations of products will continue to maintain strong market demand in the coming years.

This forecast reflects NVIDIA's strong confidence in the long-term growth of the AI computing market. Although there is debate in the market about whether AI investment is overheated, Jensen Huang's statement shows that NVIDIA internally believes the demand for AI computing is far from reaching its ceiling and will remain in a period of rapid expansion for years to come. As model parameters continue to expand and multimodal capabilities become more widespread, the consumption of computing power is still growing exponentially.

So far, NVIDIA has not disclosed specific sales data breakdowns for Blackwell and Rubin. However, it is certain that the trillion-dollar revenue expectation will make it one of the most commercially valuable product series in semiconductor history.

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