Nvidia CEO Jensen Huang has laid out a revenue target that makes Wall Street’s already bullish estimates look conservative: at least $1 trillion in AI chip revenue through 2027. That figure, driven by sales of the company’s Blackwell and Vera Rubin platforms, represents a dramatic upward revision from the roughly $500 billion the company previously projected through 2026.
To put the gap in perspective, equity analysts currently forecast Nvidia’s fiscal year 2027 revenue at around $367 billion.
The numbers behind the ambition
Nvidia’s fiscal year 2025 revenue hit $215.9 billion, a 65% jump year-over-year fueled almost entirely by insatiable demand for AI training and inference hardware. The company’s market capitalization has already crossed the $2 trillion threshold.
The $1 trillion figure refers to cumulative AI chip revenue, not a single-year target or equity valuation milestone. It means Nvidia is betting that the combined sales of its current and next-generation chips, Blackwell today, Vera Rubin on the horizon, will generate at least $1 trillion in aggregate orders by the end of 2027.
