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Nvidia Forecasts $1 Trillion AI Chip Orders, Cloud Revenue Reaches 60%
Nvidia CEO Jensen Huang predicts that orders for Blackwell and Vera Rubin AI chips will reach $1 trillion by 2027, with 60% of revenue coming from cloud service providers.
Nvidia Forecasts Leadership in AI Chip Market
Nvidia CEO Jensen Huang projected that orders for the company's artificial intelligence (AI) chips, Blackwell and Vera Rubin, will reach $1 trillion by 2027. This highlights Nvidia's dominant position in the AI market. Huang made this forecast at the annual GTC Developer Conference, indicating that the company's technology will lead the future AI industry.
Strengthening Collaboration with Cloud Service Providers
Nvidia stated that 60% of its revenue comes from hyperscale cloud service providers. This suggests that a significant portion of AI chip demand originates from the construction of cloud-based AI infrastructure. Nvidia is strengthening its leadership in the AI chip market through close collaboration with these cloud service providers.
*Source: 香港電台新聞網 (2026-03-17)*
