“'This is how much business is on the books. Half a trillion dollars worth so far' — cumulative Blackwell and Rubin revenue and bookings, including networking, across calendar 2025 and 2026.”
Co-founder and CEO, NVIDIA
Analysts read the figure as implying calendar-2026 data center sales well above consensus. At GTC in March 2026 Huang raised the number, saying NVIDIA now sees roughly $1 trillion of AI chip demand through 2027; final resolution needs full calendar-2026 results.