Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27

Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report last month, Finance chief Colette Kress said the company expects growth this year to exceed what was included in that estimate.

Huang said demand is booming from startups and big companies alike.

“If they could just get more capacity, they could generate more tokens, their revenues would go up,” Huang said at GTC in San Jose, California.

Nvidia’s graphics processing units for artificial intelligence have turned the brand into a household name and the most valuable public company in the world, worth about $4.5 trillion. As mass AI adoption shifts from chatbots to agentic apps that spawn off other agents to accomplish tasks, the number of tokens being generated has exploded, creating even greater need for running inference at faster speeds.

Nvidia shares rose about 2% on Monday.

WATCH: Inside Nvidia’s Vera Rubin AI system