Nvidia CEO Jensen Huang: $1 trillion in chip sales coming

Driving the news: Huang said at Nvidia GTC 2026 in San Jose that he anticipates the revenue benchmark from sales of the company's current Blackwell chips and its next-generation Vera Rubin chips through 2027.

• And "I am certain computing demand will be much higher than that," Huang said.
• He said in October 2025 that the company had $500 billion in AI chip orders through 2026.

State of play: The AI economy is transitioning to inference models, having moved beyond the training phase, bolstering demand for complex chips.

• "Finally, AI is able to do productive work, and therefore the inflection point of inference has arrived," Huang said.
• He said, for example, that all of Nvidia's software engineers are using AI coding assistants, such as Anthropic's Claude Code and OpenAI's Codex.
• Nvidia will combine its new Vera Rubin chips with storage, inference accelerator and Ethernet racks to form what the company is calling an "AI supercomputer" designed to deliver a "generational leap" in agentic AI solutions.

The onslaught of agentic AI has accelerated in recent months due to the introduction of a new open-source AI agent called OpenClaw, made by developer Peter Steinberger.

• Huang heaped praise on OpenClaw, calling it "profound" and saying it's the most popular open-source project "in the history of humanity," topping Linux "in just a few weeks."
• He unveiled Nvidia NemoClaw, which uses an agent toolkit to interact with OpenClaw, allowing users to operate their agents with additional security controls.
• "Every single company" needs an "OpenClaw strategy," he said.

What's next: Software as a service (SaaS) companies — which investors have worried will be damaged by AI agents — will become "AaaS" companies, or "agentic AI as a service," Huang predicted.

• Instead of selling software, they'll sell agents that help clients build software.

Editor's note: This story has been updated with additional details.