Nvidia Forecasts $500 Billion GPU Orders Through 2026, Eyes $1 Trillion by 2027
Nvidia forecasts $500 billion in Blackwell and Rubin GPU orders through 2026 and anticipates demand topping $1 trillion by 2027 after CEO Huang’s GTC keynote. It also launched Skild AI partnerships to run its AI robot brain on Nvidia Blackwell GPUs and co-led a $110 billion OpenAI funding round.
1. GTC Demand Outlook
In his GTC keynote, Nvidia CEO Jensen Huang highlighted that the company has secured $500 billion in high‐confidence demand and purchase orders for its next‐generation Blackwell and Rubin GPUs through 2026. He further projected that demand will exceed $1 trillion by 2027, underscoring Nvidia’s strength in application‐specific acceleration and vertical integration across industries.
2. Skild AI Partnership
Nvidia has expanded its industrial robotics efforts through new partnerships with Skild AI, ABB Robotics and Universal Robots to deploy Skild’s omni‐bodied AI robot brain on Nvidia Blackwell GPU‐powered Foxconn assembly lines. The solution leverages Nvidia’s robotics simulation platforms and Jetson hardware for real‐time inference without task‐specific reprogramming.
3. OpenAI Funding Round
Nvidia also co‐led a $110 billion funding round for OpenAI alongside Amazon and SoftBank, enhancing the AI infrastructure ecosystem that underpins Nvidia’s accelerated computing road map. This investment supports OpenAI’s commitments, which in turn strengthens demand for Nvidia’s data center GPUs and cloud services offerings.