Nvidia CEO Jensen Huang presented numerous technical figures during his Monday keynote, which launched the company's annual GTC Conference in San Jose, California. However, one financial projection undoubtedly captured investors' attention: his forecast that orders for Nvidia's Blackwell and Vera Rubin chips will total $1 trillion, a clear indicator of the booming AI market.

Approximately an hour into his presentation, Huang mentioned that last year, Nvidia identified around $500 billion in demand for its Blackwell and upcoming Rubin chips through 2026. "Now, I don’t know if you guys feel the same way, but $500 billion is an enormous amount of revenue," he remarked. "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."

The Rubin computing chip architecture, initially announced in 2024, has been characterized by Huang as the leading-edge AI hardware, surpassing its Blackwell predecessor. In January, when production officially began, the company stated that Rubin would operate 3.5 times faster than the Blackwell architecture on model-training tasks and five times faster on inference tasks, achieving up to 50 petaflops. Nvidia has indicated it plans to increase production in the second half of the year.