tech
March 18, 2026
AI Big Bang: NVIDIA CEO Forecasts US$1tn in Revenue by 2027
Jensen Huang showcases Vera Rubin, Groq & DLSS 5 among other products at NVIDIA GTC, as he predicts US$1tn worth of orders by 2027, as agentic AI evolves
TL;DR
- NVIDIA CEO Jensen Huang predicts US$1tn in orders by 2027, doubling previous forecasts.
- New products showcased include Vera Rubin, Groq LPU integration, and DLSS 5 (neuro rendering).
- Huang attributes the 'big bang of AI' to GeForce bringing CUDA to the world.
- NVIDIA is focusing on agentic AI, with 100% of its software engineers assisted by AI coding agents.
- AI has evolved from perceiving and generating to reasoning and now performing productive work.
- Vera Rubin platform is highlighted as a foundation for agentic AI and next-generation data center infrastructure.
- Over 70 new CUDA X libraries were launched, described as 'crown jewels' for activating computing platforms.
- Accelerated computing costs are expected to continuously decrease through software updates.
- The inflection point for AI inference has arrived as AI can now do productive work.
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