Nvidia CEO Forecasts $1 Trillion in Orders for Blackwell and Vera Rubin Chips

Nvidia's latest AI chip architectures are seeing unprecedented demand, according to CEO Jensen Huang.

Mar. 16, 2026 at 9:41pm

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During his keynote address at Nvidia's annual GTC Conference, CEO Jensen Huang revealed that the company is seeing over $1 trillion in projected orders for its Blackwell and upcoming Vera Rubin AI chip architectures through 2027. This represents a significant increase from the $500 billion in demand Nvidia had previously forecasted for these chips through 2026.

Why it matters

Nvidia's ability to meet the surging demand for its latest AI hardware is crucial as the company looks to cement its position as the leading provider of chips powering the rapid advancements in artificial intelligence and machine learning. This forecast signals the massive scale of the AI market opportunity and the central role Nvidia plays in enabling the next generation of AI-powered applications and services.

The details

Nvidia's Vera Rubin chip architecture, first announced in 2024, has been described by Huang as the state-of-the-art in AI hardware, outperforming the previous Blackwell architecture by 3.5x on model-training tasks and 5x on inference tasks, reaching up to 50 petaflops of performance. Nvidia expects to ramp up production of the Vera Rubin chips in the second half of 2026.

  • Nvidia saw around $500 billion in demand for its Blackwell and Vera Rubin chips through 2026, as of last year.
  • In his 2026 GTC keynote, Huang stated that Nvidia now sees at least $1 trillion in orders for these chips through 2027.

The players

Jensen Huang

The CEO of Nvidia, a leading provider of graphics processing units (GPUs) and AI hardware.

Blackwell

Nvidia's previous generation of AI chip architecture.

Vera Rubin

Nvidia's latest AI chip architecture, which the company claims outperforms Blackwell by 3.5x on model-training tasks and 5x on inference tasks.

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What they’re saying

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

— Jensen Huang, CEO (TechCrunch)

What’s next

Nvidia expects to ramp up production of the Vera Rubin chips in the second half of 2026 to meet the surging demand for its latest AI hardware.

The takeaway

Nvidia's ability to capitalize on the exponential growth of the AI market will be critical to the company's future success. The $1 trillion in projected orders for its Blackwell and Vera Rubin chips underscores the massive scale of the opportunity and Nvidia's central role in powering the next generation of AI-driven applications and services.