Nvidia chips have dominated the process of AI model training, which has been the focus of recent years. Read: China's DeepSeek trained AI model on Nvidia's best chip despite US ban, official says“The inference inflection has arrived,” Huang said. The $1 trillion forecast is up from the $500 billion revenue opportunity through 2026 that Nvidia cited for its Blackwell and Rubin AI chips on its last earnings call in February. “Huang mapping out a $1 trillion opportunity through 2027 underscores the durable demand for Nvidia’s AI infrastructure despite investor concerns,” Emarketer analyst Jacob Bourne said. “It signals Nvidia is sustaining its leadership in the AI chip market while the overall AI industry expands beyond early experimentation into large-scale deployment.”

Source: The Express Tribune March 17, 2026 07:32 UTC