At its annual GTC developer conference, Nvidia projected up to $1 trillion in AI-driven orders by 2027, citing accelerating demand for computing power. The company introduced its latest Blackwell and Rubin chip platforms, targeting both AI training and inference workloads to maintain leadership amid rising competition.

Nvidia outlined plans to develop specialized semiconductors for space-based data centers, enabling geospatial analysis and autonomous operations in orbit. These platforms aim to expand AI computing capabilities beyond terrestrial boundaries and support emerging satellite and defense applications.

Nvidia committed a $2 billion equity investment in Nebius, Europe’s largest AI infrastructure firm, as Nebius prepares a $3.75 billion convertible loan to finance core AI cloud services. Nebius reported a fourth-quarter net loss of $250 million on $228 million revenue and expects an annualized run rate of $7–$9 billion by year-end.