IT·Science News

Nvidia’s Huang predicts $1 trillion in Blackwell and Rubin chip revenue through 2027

Nvidia chief executive Jensen Huang told the company’s GTC conference in San Jose on Monday 16 March that he expects “at least” $1 trillion in revenue from Blackwell and Vera Rubin chips through 2027, Axios reports. In October 2025 he had cited $500 billion in AI chip orders through 2026. Huang also said “the inflection point of inference has arrived”, and launched NemoClaw, a toolkit for running OpenClaw agents with added security controls.

Korea’s Financial News says the Vera Rubin system, due at year-end, has about 1.3 million components and is said to deliver 10 times the performance per watt of Grace Blackwell. Nvidia also showed the Groq 3 LPU, built with technology from Groq, and Kyber, a prototype that stacks GPUs vertically for Rubin Ultra in 2027. India’s Storyboard18 highlights Vera Rubin Space One, a space-based computing system developed with Starcloud, and Drive AV robotaxis with Uber, starting in Los Angeles and San Francisco and reaching 28 cities by 2028. Hyundai, Nissan, BYD, Geely and Isuzu are developing Level 4 vehicles on Nvidia’s Drive Hyperion platform.

“I am certain computing demand will be much higher than that.” — Jensen Huang, via Axios

How each outlet framed it

• Axios — the headline number, double the earlier forecast, and Huang’s claim that inference has reached an inflection point.
• Financial News — the hardware detail, and Nvidia’s market value of about $4.5 trillion as the world’s most valuable listed company.
• Storyboard18 — the breadth: chips, space computing and self-driving cars sold as one integrated stack, with demand that Huang said grew “a million-fold” in two years.

Where the numbers differ: Financial News says Nvidia bought Groq for $2 billion and that Kyber stacks 44 GPUs; Storyboard18 says a $20 billion deal and up to 144 GPUs.