NVIDIA Projects $1 Trillion in Blackwell and Vera Rubin Orders Through 2027

NVIDIA Projects $1 Trillion in Blackwell and Vera Rubin Orders Through 2027

NVIDIA CEO Jensen Huang used GTC 2026 Day 2 to paint a massive picture of demand for the company's AI chips. Huang projected that combined purchase orders for Blackwell and Vera Rubin platforms will reach $1 trillion through 2027.

The first NVIDIA DGX Station systems powered by Vera Rubin GB300 superchips have already been delivered to developers. The industry is shifting from training headline models to running them at scale for inference, and NVIDIA is positioning Vera Rubin as the backbone of that transition.

Cloud Partner Growth

NVIDIA Cloud Partners have doubled their AI factory footprint year over year. The network now deploys over 1 million GPUs globally, representing 1.7 gigawatts of AI capacity. That is up from 400,000 GPUs and 550 megawatts announced at GTC 2025.