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- Mar 16, 202690% CONFIDENCEfrom the source
Huang: $1 trillion in Blackwell and Vera Rubin orders through 2027
At GTC 2026, Huang said he expects purchase orders for Blackwell and Vera Rubin to reach $1 trillion through 2027, up from the $500 billion outlook given the previous year.
- In his 16 March 2026 GTC keynote at the SAP Center in San Jose, Jensen Huang said he expects purchase orders for Blackwell and Vera Rubin to reach at least $1 trillion through 2027, up from about $500 billion projected a year earlier through 2026[1][2]
- CFO Colette Kress said after February's earnings that growth this year would exceed the earlier estimate; shares rose about 2%[1]
- Vera Rubin is due to roll out later in 2026 with a claimed 10 times more performance per watt than Grace Blackwell; Nvidia said in January that Rubin production had started, 3.5x faster than Blackwell on training and 5x on inference, ramping in the second half[1][2]
- New hardware: the Groq 3 LPU (from a $20 billion December asset purchase, shipping in Q3) and a 256-LPU LPX rack claimed to raise Rubin tokens-per-watt 35 times; the Kyber 144-GPU rack for Vera Rubin Ultra in 2027[1]
- Nvidia is worth about $4.5 trillion, with 11 straight quarters of revenue growth above 55%; Uber plans a Drive AV fleet in 28 cities by 2028[1]
References 290% CONFIDENCE
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- [1]90%cnbc.com/2026/03/16/nvidia-gtc-2026-ceo-jensen-huang-keynote-blackwell-vera-rubin.htmlcnbc.com· Posted Sep 19, 2026· Starts Mar 16, 2026 ✓· 67% of score
CNBC's 16 March 2026 coverage of the GTC 2026 keynote reports the remark.
- [2]90%Jensen Huang just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratospheretechcrunch.com· Published Mar 16, 2026· 33% of score
Independent report of the GTC keynote quoting Huang: 'I see through 2027, at least $1 trillion.'[1]
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