Huang Predicts $1 Trillion In Blackwell And Vera Rubin Orders By 2027!

Computing is changing fast. The demand for chips that power AI, from chatbots to more advanced apps, is growing like never before. Companies need more performance, more efficiency, and NVIDIA is at the center of it all.

 

TL;DR

 

• NVIDIA sees $1T in Blackwell and Vera Rubin orders by 2027.
• Vera Rubin launches later this year, 10× more efficient than Blackwell.
• Groq 3 LPUs, Kyber racks, and NemoClaw support next-gen AI.

At NVIDIA’s annual GPU Technology Conference (GTC) 2026, CEO Jensen Huang said that the company expects $1 trillion in orders for its Blackwell and Vera Rubin chips by 2027. Last year, these chips were projected for a $500 billion opportunity, but demand has now far exceeded expectations.

Huang said demand is booming from startups and big companies alike. NVIDIA shares rose about 2% on Monday. “If they could just get more capacity, they could generate more tokens, their revenues would go up,” he added.

Later this year, NVIDIA plans to roll out Vera Rubin, which has 1.3 million components and is designed to deliver 10 times more performance per watt than its predecessor, Grace Blackwell. Energy efficiency is a big focus as AI workloads continue to grow.
 
Huang also introduced the Groq 3 Language Processing Unit (LPU), from the company’s $20 billion Groq deal, and the Kyber rack architecture, which boosts GPU density and reduces latency. These upgrades are meant to keep up with the growing needs of AI systems that can spawn other AI agents to do tasks.

“We united, unified two processors of extreme differences, one for high throughput, one for low latency. It still doesn’t change the fact that we need a lot of memory,” Huang said. “And so we’re just going to add a whole bunch of Groq chips, which expands the amount of memory it has.”

NVIDIA is building an AI ecosystem too. Huang showcased NemoClaw, a toolkit for building enterprise-ready AI agents like OpenClaw, and highlighted partnerships in autonomous vehicles with Uber, Nissan, BYD, Geely, Isuzu, and Hyundai.

From startups to global companies, AI demand is increasing, and NVIDIA is leading the way by helping make computing faster, more efficient, and ready for the next generation of AI.