Nvidia briefly spikes after Jensen Huang sees at least $1 trillion in AI chip sales through 2027
The stock then gave it all up and then some.
One. Trillion. Dollars.
That’s how much Nvidia CEO Jensen Huang sees the company making through sales of AI chips through 2027, at least.
“I am certain computing demand will be much higher than that,” he added.
The stock had popped to its highs of the day on Monday after Huang offered this guidance during his keynote address at the chip designer’s GTC event in San Jose. Shares were up more than 4.5% before quickly paring that advance to less than 1.5% — their lows of the day.
The stock is up modestly in early trading on Tuesday.
In late October, Huang said orders for Blackwell and Vera Rubin chips were above $500 billion through 2026. Following the release of Q4 earnings, CFO Colette Kress said the firm expected revenues to exceed that prior target.
Reported sales of Blackwell in Q4 2025, all of Nvidia’s compute sales in fiscal 2026, and expectations for its current as well as the following fiscal year sum up to $820 billion.
Consensus estimates for Nvidia’s fiscal 2027 and 2028 (which roughly correspond to calendar years 2026 and 2027) suggest $364 billion and $470 billion in total sales, respectively, in those years, or roughly $834 billion combined.
