Wedoany.com Report, On March 17 local time, NVIDIA CEO Jensen Huang further elaborated on the trillion-dollar revenue forecast he disclosed at the GTC 2026 conference during a media interview. He explicitly stated that this prediction only covers revenue from the Blackwell and Rubin generations of AI chips and does not include contributions from CPUs, networking products, or other diversified businesses.
In his previous keynote speech at the conference, Huang had indicated that by the end of 2027, the Blackwell and Rubin series of chips are expected to generate at least $1 trillion in revenue. This figure represents a significant increase from the previously announced target of $500 billion (by the end of 2026), drawing widespread market attention. In the latest interview, Huang provided a detailed explanation of the basis for this forecast.
Huang emphasized that the $1 trillion revenue forecast is not a vague long-term vision but is instead based on currently visible customer demand and purchase orders. He stated, "The visibility for this part of the business is very high. We see clear procurement plans from customers worldwide, so we are confident about it." He added that with the ongoing explosive growth in global AI computing power demand, enterprise customers, cloud service providers, and sovereign AI projects are all accelerating the deployment of infrastructure based on the Blackwell and Rubin architectures.
It is worth noting that Huang specifically clarified the statistical scope of this forecast—it only includes sales revenue from the Blackwell and Rubin chips themselves and does not account for CPUs, network switches, software subscriptions, or other data center businesses. This implies that if these diversified businesses are included, NVIDIA's total revenue within the same timeframe could potentially exceed this figure.
This statement further strengthens market expectations for the long-term growth of NVIDIA's AI chip business. Blackwell, as the current main product in shipment, is already widely deployed in AI data centers globally; Rubin, as the next-generation architecture, is expected to take over in the coming years, continuing to drive computing power upgrades. The combined revenue forecast for these two product generations reaching the trillion-dollar level demonstrates NVIDIA's strong confidence in AI computing power demand over the next few years.
Analysts believe that Huang's clarification both addresses market inquiries and conveys NVIDIA's high focus on its core business. Against the backdrop of the intensifying AI arms race, NVIDIA is attempting to consolidate its core position in the global computing power supply chain through a clear product roadmap and predictable revenue growth.
