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Benzinga
  • 6 minutes ago
Nvidia's Jensen Huang raised the company's AI chip demand forecast to $1T through 2027 — double the prior $500B estimate — driven by Blackwell and Vera Rubin platform demand. Analysts now see 2027 revenue above $500B vs. Street consensus of $468B, though Rubin faces potential delays from memory supply constraints.

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00:00It's Benzinga bringing Wall Street to Main Street.
00:02NVIDIA CEO Jensen Huang said at the GTC 2026 conference that the company now sees $1 trillion
00:08in AI chip demand through 2027, up from about $500 billion shared months earlier.
00:15The forecast reflects rising demand for Blackwell and Vera Rubin platforms as
00:19companies increase AI infrastructure spending. Reports earlier in the day said the Rubin GPU
00:25platform may face production delays due to memory supply constraints. Deepwater's Gene Munster said
00:30the update implies 2027 revenue above $500 billion, compared with the street at $468 billion.
00:38Futurum Group's Daniel Newman called the forecast absolutely wild,
00:42while Jim Cramer highlighted the speed of the change.
00:46For all things money, visit Benzinga.com.
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