Nvidia CEO Projects $1 Trillion in Blackwell and Rubin Chip Demand by 2027
Nvidia CEO Jensen Huang projected at his San Jose GTC keynote that demand for the company’s Blackwell and Rubin AI chips will hit at least $1 trillion through 2027, up from roughly $500 billion logged by 2026. Nvidia expects to ramp Rubin production in the second half of 2026.
1. $1 Trillion Chip Demand Projection
At the annual GTC developer conference in San Jose, Nvidia CEO Jensen Huang announced that cumulative orders for the company’s upcoming Blackwell and Rubin AI chips will exceed $1 trillion through 2027, marking a twofold increase from the roughly $500 billion recorded by 2026.
2. Rubin Outpacing Blackwell
The Rubin architecture, introduced in 2024 and entering production this year, delivers 3.5× faster model training and 5× faster inference compared with Blackwell, reaching up to 50 petaflops on advanced workloads.
3. Production Ramp and Market Impact
Nvidia plans to scale Rubin output in the second half of 2026 to meet soaring enterprise demand, while custom processor efforts from Meta and other competitors tighten the emerging inference computing landscape.