Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27

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At Nvidia’s

annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027.

Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report last month, Finance chief Colette Kress said the company expects growth this year to exceed what was included in that estimate.

Huang said demand is booming from startups and big companies alike. Nvidia shares rose about 2% on Monday.