NVIDIA CEO Jensen Huang delivered a keynote address at the GTC conference in San Jose, California, forecasting that cumulative purchase orders for the Blackwell and Vera Rubin generations of chips will reach $1 trillion by 2027.

Last year, the company had projected that these two generations of chip technology would create a revenue opportunity of $500 billion. Following NVIDIA's earnings release last month, Chief Financial Officer Colette Kress indicated that the company expects this year's growth to exceed prior estimates.

Huang stated that demand is surging from both startups and large enterprises. "If they can secure more capacity, they can generate more tokens, and their revenue will increase," he remarked at the GTC event in San Jose.

As large-scale AI applications shift from chatbots to "agentic apps" capable of creating other agents to perform tasks, the volume of tokens generated is exploding. This trend is further intensifying the need for higher-speed inference computing.