Jensen Huang just put Nvidia’s Blackwell and Vera Rubin shows into the $1 trillion stratosphere

Nvidia’s CEO, Jensen Huang, dropped a lot of numbers – mostly in the tech category – at his event on Monday to kick off the company’s year. GTC meeting in San Jose, California.

But there was one economic figure that investors really saw: his estimate that there will be orders worth $ 1 trillion for chips from Nvidia Blackwell and Vera Rubin, a financial reflection of the growing business of AI.

About an hour into his speech, Huang said that last year Nvidia saw about $500 billion in demand for Blackwell and Rubin chips coming up to 2026.

“Now, I don’t know if you feel the same way, but $500 billion is a lot of money,” he said. “Well, I’m here to tell you that right where I’m standing – a few months from GTC DC, one year since GTC is over – right where I’m standing, I’m looking at 2027, $1 trillion.”

The architecture of the Rubin computing chip, first announced in 2024, has been described by Huang as the most advanced AI hardware technology that surpasses Blackwell’s predecessor. The company he said in Januarywhen it started developing Rubin, it will work 3.5x faster than the Blackwell architecture for model training tasks and 5x faster for simulation tasks, reaching a maximum of 50 petaflops.

Nvidia said it expects to ramp up production in the second half of the year.