Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27

In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference on March 16, 2026 in San Jose, California. Nvidia's GTC Conference focuses on recent developments and future uses of AI. Benjamin Fanjoy | Getty Images At Nvidia's annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027. Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia's earnings report last month, Finance chief Colette Kress said the company expects growth this year to exceed what was included in that estimate. Nvidia's graphics processing units for artificial intelligence have turned the brand into a household name and the most valuable public company in the world, worth about $4.5 trillion. As mass AI adoption shifts from chatbots to agentic apps that spawn off other agents to accomplish tasks, the number of tokens being generated has exploded, creating even greater need for running inference at faster speeds. Nvidia shares rose about 2% on Monday. WATCH: Inside Nvidia's Vera Rubin AI system watch now VIDEO 13:59 13:59 First look at Vera Rubin, Nvidia’s next AI system that’s 10 times more efficient Tech Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news. More In AI Age Watch live: Nvidia CEO Jensen Huang gives GTC 2026 keynote Chris Eudaily 36 min ago Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming Lola Murti 44 min ago Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage Katie Tarasov 3 hours ago Read More Subscribe to CNBC PRO Subscribe to Investing Club Licensing & Reprints CNBC Councils Select Personal Finance Join the CNBC Panel Closed Captioning Digital Products News R...