At the annual GTC developer conference in San Jose, Jensen Huang said that orders for the Blackwell and Vera Rubin artificial intelligence systems could reach $1 trillion by 2027. Last year, Nvidia was still mentioning a revenue opportunity of approximately $500bn for these technologies. CFO Colette Kress had already recently said that the growth expected in 2026 should exceed initial estimates. According to the executive, demand is rising sharply from both large corporations and start-ups.

This momentum is thanks to the rise of so-called "agentic" artificial intelligence applications, capable of creating and coordinating other agents to perform complex tasks. This evolution is leading to an explosion in the number of tokens generated and increasing the need for computing power for inference, i.e., the rapid execution of AI models. The group's graphics processors have thus helped make Nvidia the most valuable listed company in the world, with a capitalization of approximately $4.5 trillion.

The group plans to launch the Vera Rubin platform later this year. Composed of approximately 1.3 million components, this system is expected to offer energy performance ten times higher than that of the previous Grace Blackwell generation. Nvidia also presented the Groq 3 Language Processing Unit chip, from the start-up Groq, of which it acquired most of the assets for approximately $20bn in December. This technology aims to accelerate GPU performance in artificial intelligence-related workloads.