Nvidia Forecasts $1 Trillion AI Chip Run Rate, Secures Key Partnerships
Nvidia forecasts roughly $1 trillion in AI chip orders by end-2027, reflecting a $500 billion increase in Blackwell and Rubin bookings in just four months and a current $1.3 trillion run rate. The company also cemented demand through partnerships, including a $2 billion backing from Nebius and participation in OpenAI’s $122 billion raise.
1. Surge in AI Chip Bookings
Nvidia executives report that Blackwell and Rubin orders have jumped by $500 billion since October, pushing the current AI chip booking run rate to $1.3 trillion and underpinning a forecast of $1 trillion in chip sales by the end of 2027.
2. Strategic Partnerships Boost Demand
Nvidia strengthened its market position by participating in OpenAI’s $122 billion funding round and securing a $2 billion commitment from AI infrastructure provider Nebius, highlighting deepening collaborations to supply GPUs for large-scale data centers.
3. Outlook for Data-Center GPU Revenues
The robust order backlog and major partnership agreements position Nvidia to translate surging AI demand into substantial data-center GPU revenues, potentially driving annual sales toward the trillion-dollar threshold and supporting aggressive earnings growth forecasts.