--- title: "NVIDIA significantly raises AI chip revenue forecast, with cumulative sales expected to reach one trillion dollars by the end of 2027" type: "News" locale: "en" url: "https://longbridge.com/en/news/279332366.md" description: "NVIDIA, against the backdrop of surging demand for artificial intelligence computing, is expected to generate at least $1 trillion in revenue from its AI chips Blackwell and Rubin by the end of 2027, significantly up from the previous estimate of $500 billion. The company's CEO Jensen Huang pointed out at the GTC conference that global computing demand has increased by 1 million times over the past two years and showcased new products and technology updates, including the integration of technology with Groq and the new central processing unit architecture \"Vera.\"" datetime: "2026-03-16T22:21:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279332366.md) - [en](https://longbridge.com/en/news/279332366.md) - [zh-HK](https://longbridge.com/zh-HK/news/279332366.md) --- # NVIDIA significantly raises AI chip revenue forecast, with cumulative sales expected to reach one trillion dollars by the end of 2027 According to the Zhitong Finance APP, against the backdrop of the continuous explosion in demand for artificial intelligence computing, global chip giant NVIDIA (NVDA.US) has once again raised its long-term revenue expectations for its AI chip business. CEO Jensen Huang stated at the annual developer conference GTC that the company's Blackwell and Rubin generations of AI chips are expected to generate at least $1 trillion in revenue by the end of 2027, further highlighting the enormous market space brought about by the AI wave. As of Monday's close, NVIDIA shares rose 1.63% to $183.187. Previously, NVIDIA had predicted that these chips would bring about $500 billion in sales by the end of 2026. The latest forecast not only raises the revenue scale to the trillion-dollar level but also extends the time window by one year. Huang stated at the conference that global computing demand has seen unprecedented growth over the past two years, "I believe computing demand has grown a million times over the past two years; this feeling is not just ours, but almost all startups feel it." At the GTC conference, NVIDIA also launched several new products and technology updates to further consolidate its leading position in the AI infrastructure field. The company announced that it would integrate technology from AI chip startup Groq into its product system and launch the Groq 3 LPU (Language Processing Unit). This dedicated chip is primarily used for inference computing of large language models, significantly enhancing the speed at which AI systems generate text and respond to requests. NVIDIA plans to use it as a coprocessor alongside existing AI accelerators to improve overall system performance. The related chips will be produced by South Korean electronics giant Samsung Electronics, and systems based on this technology are expected to be launched in the second half of this year. Meanwhile, NVIDIA also showcased a new general-purpose central processing unit architecture called "Vera," marking the company's further expansion into the traditional data center processor market. Huang stated that the CPU business "will definitely become a multi-billion-dollar market opportunity." As AI data center architectures become increasingly complex, general-purpose CPUs responsible for coordinating different computing tasks are becoming more important. NVIDIA stated that the Vera processor will integrate various advantages of data center, gaming PC, and laptop processors, capable of handling large amounts of data input simultaneously while quickly completing complex computing tasks, all with lower energy consumption. The company plans to launch a server system composed entirely of CPUs, which will become a new product form for NVIDIA, allowing these computers to operate in conjunction with other NVIDIA systems or independently. In recent years, NVIDIA has been accelerating the pace of technological updates, almost launching a new generation of core architecture every year. The company's next-generation flagship AI system is expected to be launched in the second half of 2026, named "Vera Rubin," in honor of the famous astronomer Vera Rubin, who provided evidence for the existence of dark matter. The explosive growth in demand for AI chips has propelled NVIDIA to become one of the highest-valued companies in the world, currently valued at approximately $4.4 trillion. However, as investors begin to pay more attention to the return cycle of AI investments, the company's stock price has recently slowed its upward momentum. So far this year, NVIDIA's stock price has fallen by about 3.4%, but it still rose 1.6% on the day of the GTC conference, closing at $183.19 Despite NVIDIA's leading position in the artificial intelligence chip market, competitive pressure is continuously increasing. Competitor AMD (AMD.US) is accelerating the launch of new AI accelerator products, while tech giants including Amazon (META.US) are also developing their own chips to reduce reliance on NVIDIA's products. At the same time, as artificial intelligence software matures, some companies are beginning to explore using lower-cost, lower-power CPUs to run already trained AI models, which also provides NVIDIA with new strategic space to expand its CPU business. Previously, the company had reached a partnership with social media giant Meta (META.US), indicating that its processors may be sold as standalone products in the future. Industry insiders believe that NVIDIA is gradually transforming from a chip manufacturer known for graphics processors into a technology company that provides a complete artificial intelligence computing platform, with its product system covering processors, networking devices, software platforms, and artificial intelligence models. 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