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Nvidia CEO Jensen Huang forecasts $1 trillion in revenue from Blackwell and Rubin chips through 2027
Monday, March 16, 2026 at 07:40 PM
Nvidia CEO Jensen Huang projected over $1 trillion in combined revenue from Blackwell and Rubin architecture chips through 2027 during GTC. Concurrently, Meta has entered a $27 billion agreement with Nebius to secure dedicated cloud infrastructure capacity beginning in early 2027, signaling massive ongoing CapEx for AI clusters.
Context
At the GTC 2026 conference on March 16, 2026, Nvidia CEO Jensen Huang projected a massive $1 trillion in cumulative revenue from the Blackwell and Rubin chip architectures through 2027. This guidance reflects a significant acceleration in data center demand, following a fiscal 2026 where Nvidia reported record revenue of $215.9 billion. Huang emphasized that the transition to accelerated computing and the rise of agentic AI are fueling this trajectory, with the next-generation Vera Rubin platform expected to ship in the second half of 2026.
Simultaneously, the AI supply chain saw a major infrastructure commitment as Nebius Group signed a five-year agreement with Meta valued at up to $27 billion. Under the deal, Nebius will provide $12 billion in dedicated capacity starting in early 2027, featuring one of the first large-scale deployments of Nvidia Vera Rubin systems. This partnership underscores the intensifying capital expenditure from hyperscalers as they secure the specialized cloud capacity necessary to power increasingly complex AI models.
Sources (9)
Nebius signs new AI infrastructure agreement with Meta; deal to accelerate growth of Nebius’s core business in AI cloud NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips, One Incredible AI Supercomputer | NVIDIA NewsroomInside the NVIDIA Vera Rubin Platform: Six New Chips, One AI Supercomputer | NVIDIA Technical BlogNebius jumps 14% after company inks $27 billion infrastructure deal with Meta - CNBCNebius signs AI infrastructure deals with Meta worth up to $27 billion over 5 years | ReutersVera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell OberonNVIDIA Corporation Earnings Call Transcript Q4 2026 — NVDA — Roic AINvidia (NVDA) Stock Price Outlook for 2026: Can Blackwell and Vera Rubin Take NVDA Back to $300?
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