At Nvidia's annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027.
Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia's earnings report last month, Finance chief Colette Kress said th...
**STEELMAN:** Nvidia's conference underscores its dominance in AI hardware, with bold projections ($1 trillion in orders by 2027) and rapid innovation (Vera Rubin, Groq 3 LPU, Kyber). The company is addressing critical challenges like energy efficiency and supply constraints while expanding into autonomous vehicles and AI agent frameworks. The partnerships with major automakers and the open-source OpenClaw project signal Nvidia's ambition to shape the next phase of AI adoption—agentic systems th...