"But arguably even more eye-popping was its forecast for the next 14 months. In a conference call after the earnings report was released, Chief Financial Officer Colette Kress said that Nvidia sees "visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026." Blackwell and Rubin are two of Nvidia's families of AI chips."
"Data-center revenue, the category in which Blackwell and Rubin fall, accounted for 90% of Nvidia's Q3 revenue, with the rest coming from categories including gaming GPUs and chips for robotics and automotive products. Nvidia is now forecasting roughly $203 billion in total revenue for 2025. In response to an analyst's question, Kress confirmed that she expected about $350 billion in Blackwell and Rubin revenue to come in the 14 months between now and the end of 2026. That would imply about $300 billion in revenue from those chips next year."
Nvidia reported Q3 2025 revenue of $57 billion, beating expectations and lifting its share price 5% after-hours. Nvidia has visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026. Blackwell and Rubin are families of AI chips in the data-center category. Data-center revenue accounted for 90% of Q3 revenue. Nvidia forecasts approximately $203 billion in total revenue for 2025. Nvidia expects about $350 billion in Blackwell and Rubin revenue across the 14 months through end-2026, implying roughly $300 billion from those chips in 2026. That level of chip revenue would place Nvidia among the largest companies by revenue globally and could push it into the Fortune 500 top 10.
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