"Now, I don't know if you guys feel the same way, but $500 billion is an enormous amount of revenue. 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."
"The Rubin computing chip architecture, which was first announced in 2024, has been described by Jensen as the state of the art in AI hardware that outperforms its Blackwell predecessor. The company said in January, when it officially started production of Rubin, it would operate 3.5x faster than the Blackwell architecture on model-training tasks and 5x faster on inference tasks, reaching as high as 50 petaflops."
Nvidia CEO Jensen Huang announced at the GTC Conference that the company projects $1 trillion in orders for its Blackwell and Rubin chips through 2027, up from the $500 billion in demand previously forecasted through 2026. The Rubin chip architecture, announced in 2024, represents the latest advancement in AI hardware, delivering 3.5x faster performance than Blackwell on model-training tasks and 5x faster on inference tasks, with capabilities reaching 50 petaflops. Nvidia began Rubin production in January and expects to significantly ramp up manufacturing in the second half of the year, reflecting the accelerating demand for advanced AI computing infrastructure.
Read at TechCrunch
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