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Mar 16, 2026 8:01 PM

Nvidia Highlights $1 Trillion Opportunity: Jensen Huang Puts 13-Digit Figure In Reach

Speaking at the NVIDIA Corp (NASDAQ:NVDA) 2026 GTC Conference on Monday, CEO Jensen Huang provided more details on the company's AI chip demand and more heightened revenue forecasts for the future.

Nvidia's $1 Trillion Opportunity

Huang has been bullish on opportunities such as data centers and AI chips in recent commentary from quarterly results and conferences.

None of those comments may compare to Huang saying the $1 trillion figure at Monday's event.

Huang said he expects Nvidia's revenue to double to $1 trillion through 2027, which comes after the company previously guided for visibility of $500 billion for its AI chips.

The new figure suggests demand for Blackwell and Vera Rubin chips could be even higher than the most optimistic bulls had been forecasting.

Nvidia's CEO highlighted the demand from hyperscalers such as Meta Platforms (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Amazon.com Inc (NASDAQ:AMZN) during his keynote speech.

The comments come as competition in the AI chip ...