Nvidia CEO Huang forecasts $1 trillion in chip orders by 2027

Nvidia's vision for the evolving AI economy includes a focus on cost per token and the rise of AI agents and factories.

Mar. 17, 2026 at 12:35am

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Nvidia CEO Jensen Huang outlined his vision for the future of AI, forecasting that the company will see $1 trillion in chip orders through 2027. Huang said AI inference has reached an inflection point, with the focus shifting from training models to advanced inferencing and the ability to understand instructions and take action. Nvidia announced new open-source tools to enhance AI agentic capabilities, including NemoClaw, which adds security protocols to the popular OpenClaw personal AI assistant.

Why it matters

Nvidia's announcements highlight the growing influence of AI agents and the shifting economics surrounding AI. As AI factories become the next generation of global infrastructure, the ability to drive low-cost token generation will be crucial. Nvidia is positioning itself as the central player in how AI will evolve, cementing its leadership role through its Vera Rubin platform and other initiatives.

The details

Huang said Nvidia's process of 'extreme co-design' has revolutionized the cost of tokens, the text, images or audio that AI models use to understand and generate outputs. He noted that Nvidia's cost per token is the lowest in the world, and the company will be able to increase its token generation rate from 2 million per second to 700 million. Nvidia also announced new open-source tools to enhance AI agentic capabilities, including NemoClaw, which adds security protocols to the popular OpenClaw personal AI assistant.

  • Nvidia CEO Jensen Huang made these announcements during the company's GTC gathering in San Jose on March 16, 2026.

The players

Jensen Huang

The CEO of Nvidia Corp., a leading AI chipmaking company.

Nvidia Corp.

A multinational technology company that designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.

OpenClaw

A highly popular open-source personal AI assistant that has a reported 27 million monthly visitors.

NemoClaw

Nvidia's version of the OpenClaw personal AI assistant, which adds security protocols and links to the company's Nemotron project.

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What they’re saying

“An AI that could generate became an AI that could reason, an AI that could reason became an AI that could do work. It's way past training now. Inference is your workloads and tokens are your new commodity. We have reached that moment, inference inflection has arrived.”

— Jensen Huang, CEO, Nvidia Corp.

“This is your token factory, this is your AI factory, this is your revenue. Our cost per token is the lowest in the world. You can't beat it.”

— Jensen Huang, CEO, Nvidia Corp.

“OpenClaw is the most popular open-source project in the history of humanity, and it did it in just a few weeks. It has open-sourced essentially the operating system of agentic computers.”

— Jensen Huang, CEO, Nvidia Corp.

What’s next

Nvidia plans to continue expanding its open-source AI agent tools and enhancing the security and capabilities of its NemoClaw platform.

The takeaway

Nvidia is positioning itself as the central player in the evolution of AI, with a focus on driving down the cost of token generation and enabling the rise of AI agents and factories. The company's announcements highlight the shifting economics and growing influence of AI in the global economy.