“Last year we saw about $500 billion of very high confidence demand, purchase orders for Blackwell and Rubin through 2026... Right here where I stand, I see through 2027, at least $1 trillion.”
Co-founder and CEO, NVIDIA
Said Mar 16, 2026Deadline Dec 31, 2027NVIDIA GTC 2026 keynote, SAP Center, San Jose — CNBC, March 16, 2026
Doubles the $500 billion Blackwell/Rubin figure Huang gave in 2025; NVIDIA CFO Colette Kress confirmed after the keynote that the $1 trillion covers only Blackwell and Rubin. Resolvable against cumulative Blackwell/Vera Rubin orders and revenue reported through the end of calendar 2027.