Jensen just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere
TechCrunch
Nvidia CEO Jensen Huang projected at least $1 trillion in orders for Blackwell and Vera Rubin chips through 2027.Summary
During his keynote at the GTC Conference, Nvidia CEO Jensen Huang announced a significant upward revision of sales projections for the company's Blackwell and upcoming Vera Rubin AI chips. Huang stated that he now sees at least $1 trillion worth of orders for these chips through 2027, a substantial increase from the previous projection of $500 billion in demand through 2026.
The Vera Rubin computing chip architecture, announced in 2024, is described as state-of-the-art, offering performance improvements over Blackwell, being 3.5x faster for model training and 5x faster for inference tasks.
Nvidia expects to ramp up production of the Rubin chips in the second half of the year.
(Source：TechCrunch)