Nvidia bets on $1 trillion Blackwell–Vera Rubin orders at GTC

At Nvidia's GTC, CEO Jensen Huang forecast up to $1 trillion in purchase orders for the Blackwell and Vera Rubin AI systems by 2027, up from an earlier $500 billion projection, as demand from startups and large enterprises accelerates; the company unveiled the Groq 3 LPU and a Kyber rack for Vera Rubin Ultra, plus a Groq LPX rack that Nvidia says boosts tokens-per-watt by up to 35x, and introduced NemoClaw for OpenClaw, while highlighting Uber's Drive AV partnership and approvals from automakers like Nissan, BYD, Geely, Isuzu and Hyundai building Level 4 on Drive Hyperion; Nvidia also flagged strong revenue growth with year-over-year sales around 77% to about $78 billion this quarter, reinforcing its position as a leading AI hardware supplier.