Huang said that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference.
Nvidia Corp. (NVDA) is expecting a revenue of at least $1 trillion through 2027 as demand for artificial intelligence computing infrastructure accelerates.
Founder and CEO Jensen Huang said in his keynote address at Nvidia GTC 2026 that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference.
"The inflection, the inference inflection, has arrived,” Huang said.
“Last year at this time, I said that where I stood at that moment in time, we saw about $500 billion. We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Ruben through 2026,” he said. “Well, I'm here to tell you that right now, where I stand, a few short months after GTC DC, one year after last GTC, right here where I stand, I see, through 2027, at least $1 trillion."
Shares of NVDA were up about 1% at the time of writing.
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