Nvidia Forecasts $1 Trillion AI Chip Opportunity, Samsung to Produce H2 2026 Chips
Nvidia projects its AI chip revenue opportunity will reach at least $1 trillion through 2027 after outlining an aggressive strategy at its annual developer conference, while shares held flat in premarket trading following a 1.6% gain. CEO Jensen Huang confirmed Samsung has begun producing Nvidia’s next-generation AI inference chips for shipment in H2 2026.
1. AI Chip Revenue Opportunity
At its annual developer conference, Nvidia outlined that demand for its AI chips could generate at least $1 trillion in revenue by 2027, driven by growing adoption of real-time AI systems in cloud and edge computing environments.
2. Samsung to Manufacture Inference Chips
CEO Jensen Huang announced that Samsung has been selected to produce Nvidia’s next-generation AI inference chips, with production already underway and initial shipments scheduled for the second half of 2026 to bolster Nvidia’s supply chain capacity.