Nvidia targets $1 trillion in AI chip revenue by 2027, unveils new platforms at GTC
NEW DELHI — Nvidia is aiming to generate as much as $1 trillion in revenue from artificial intelligence chips by 2027, CEO Jensen Huang said at the company’s annual GTC conference, outlining an ambitious vision driven by surging demand for AI infrastructure.
Speaking at the event in San Jose, California, Huang said Nvidia is positioning itself to dominate the AI ecosystem through a tightly integrated stack of hardware, software, and infrastructure.
“I believe that computing demand has increased by 1 million times in the last two years,” Huang said, pointing to the rapid expansion of AI-driven workloads across industries.
Huang said cumulative demand for Nvidia’s next-generation AI platforms — including its Blackwell and Vera Rubin systems — could translate into $1 trillion in revenue within the next few years.
The company also introduced several new technologies and initiatives at the conference. Among them was the Groq 3 Language Processing Unit, designed to accelerate AI inference workloads. The chip, expected to begin shipping in the third quarter, is built on Nvidia’s GPU-based architecture and optimized for higher speed and efficiency.
Nvidia also unveiled a next-generation computing system, Vera Rubin Space One, which is being developed for use in space-based data centers in collaboration with partners. A satellite launch tied to the project is expected later this year.
“Physical AI has arrived — every industrial company will become a robotics company,” Huang said. “NVIDIA’s full-stack platform — spanning computing, open models and software frameworks — is the foundation for the robotics industry, uniting a worldwide ecosystem to build the intelligent machines that will power the next generation of factories, logistics, transportation and infrastructure.”
Looking ahead, Nvidia showcased a prototype of its upcoming rack-scale architecture, Kyber, which will succeed the Rubin platform. The system is designed to integrate up to 144 GPUs in vertically stacked configurations to improve compute density and reduce latency, and is expected to be part of the Vera Rubin Ultra system slated for release around 2027.
In the automotive sector, Huang said Uber plans to deploy fleets powered by Nvidia’s Drive AV software across multiple global cities by 2028, beginning with Los Angeles and San Francisco next year.
He added that automakers including Nissan, BYD, Geely, Isuzu, and Hyundai are developing Level 4 autonomous vehicles using Nvidia’s Drive Hyperion platform.
Nvidia has accelerated its product development cycle in recent years, aiming to refresh its core offerings annually while expanding into new AI-driven computing segments. (Source: IANS)
