Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end

Ian King /Bloomberg:

Bloomberg 2026-03-16 Ian King

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@zerohedge @zerohedge on x
Nvidia Shares Pump & Dump After CEO Jensen Expects “At Least” $1 Trillion In Revenue By 2027 https://www.zerohedge.com/...
@realsimpleariel Ariel Hernandez on x
Jensen: $NVDA expecting demand through 2027 to hit 1 Trillion. Market: No one cares [image]
@zerohedge @zerohedge on x
NVDA $300BN round trip in the past 15 minutes
@ns123abc Nik on x
BREAKING: NVIDIA CEO JUST SAID HE SEES $1 TRILLION IN REVENUE THROUGH 2027 We are still in early days. [image]
@zerohedge @zerohedge on x
*NVIDIA CEO SAYS 60% OF BUSINESS TO BE HYPERSCALERS so 4-5 companies will spend $1 trillion on NVDA chips? *NVIDIA QUICKLY PARES GAINS TO 2.8%, HAD BEEN UP 4.8%
@sawyermerritt Sawyer Merritt on x
NEWS: Nvidia CEO Jensen Huang just announced that he sees at least $1 trillion in revenue by 2027, expects computing demand to exceed that. “We are now a computing platform that runs all of AI.” [video]
@futurenvesting Tannor Manson on x
Jensen Huang just said Nvidia foresees $1 TRILLION in compute demand for next year. WTF! 50% of my portfolio is in $NVDA and yet I don't feel bullish enough... My guess was $800b; this is a whole other level. [image]
@benbajarin Ben Bajarin on x
Assuming Jensen is building on the $500b over 5 ish quarters then the $1T by end of 2027 is 9 quarter ish then.
@munster_gene Gene Munster on x
Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My
@mweinbach Max Weinbach on x
Jensen expects $1T in spend on buildout in the next year and wants Nvidia to become the entire infrastructure for Nvidia GPUs For more than just AI workloads
@ryanshrout Ryan Shrout on x
Jensen now says that through 2027, there is an increase from $500B to at least $1T for computing demand. Split 60/40 between cloud native and enterprise/sovereign groups. [image]
@jimcramer Jim Cramer on x
Jensen just raises his $500 billion in demand through 2027 at $1 trillion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!! Double from just a few months ago..
@benbajarin Ben Bajarin on x
Jensen now out saying revenue line of sight through 2027 = at least 1 trillion dollars. 🤯
@divestech Dan Ives on x
Nvidia $1 trillion. Wow 🔥🔥
@wallstengine @wallstengine on x
$NVDA CEO Jensen Huang says NVIDIA now sees at least $1 TRILLION in high-confidence AI infrastructure demand through 2027, up from $500B last year, with 60% of demand coming from hyperscalers and CUDA in Cloud AI natives. [image]
@zephyr_z9 @zephyr_z9 on x
HOLY $1 trillion LFG [image]
@firstadopter Tae Kim on x
Jensen sees $1 trillion!!!!! of demand through next year. The crowd gasps $NVDA Nvidia [video]
@munster_gene Gene Munster on x
Four key takeaways from 2.5 hours of keynote: 1. Jensen says growth in CY27 will be likely above 40%. The Street is at 30%. 2. Tiered pricing on tokens will become more pronounced given they claim to be the “inference king” with Groq powering the smartest tokens that users
@iancutress @iancutress on x
It's called groq v3. It's the second chip launched though. One of the reasons groq had one chip over 7 years might have meant a failed design. Looking forward to more arch details. FP8 support seems confirmed, but MX? Int? It's still deterministic. So... Batch 1??
@mweinbach Max Weinbach on x
So remember when everyone was saying the Groq partnership made no sense because of the static compiler and SRAM architecture doesn't make sense for Nvidia And I was saying no this makes sense because it gets away from CoWoS/TSMC and HBM bottlenecks and lets them increase speeds
@iancutress @iancutress on x
OK here we go. Same architecture, scaled up. 500 MB SRAM per chip. Jensen saying up to 25% of your datacenter could be groq. 8 way systems for 4 GB SRAM. Use dynamo for attention Decode only. Working over ethernet on special mode to half latency. Samsung LP4X. Ship in 2H/3Q. [ima…
@tickersymbolyou Alex on x
The Groq 3 LPU is going to blow the lid off $NVDA adoption in data centers. The economics of compute just changed big time. Mark my words. [image]
@ryanshrout Ryan Shrout on x
The most anticipated announcement of the keynote: NVIDIA is announcing a new LPU, the @NVIDIA @GroqInc 3 LPU, that pairs with Vera Rubin NVL72 via a dedicated LPX rack connected over Direct C2C. Claims are 35x inference throughput over Blackwell for trillion-parameter models. The…
@iancutress @iancutress on x
Groq LPX v3 running 2T param models? Details please. [image]
@benitoz Ben Pouladian on x
NVIDIA Vera Rubin seven chips, five racks, one AI supercomputer Groq 3 LPU: 500MB SRAM, 150 TB/s, zero HBM Spectrum-X Photonics: co-packaged optics, 5x power efficiency 10x inference throughput per watt vs Blackwell 1/4 the GPUs to train MoE models the AI factory is the product […
@theahmadosman Ahmad on x
Groq 3 LPX Compute Tray is here > A token accelerator > 35x increase in token generation [image]
@amongusgame @amongusgame on x
[image]
@tomwarren Tom Warren on x
I can't get over the faces with DLSS 5. This is supposed to be a 15 year old student [image]
@mischiefsyt @mischiefsyt on x
Digital Foundry's coverage of DLSS5 is absolute proof to me that they cannot be trusted going forward. This is not journalism. There is no push back or questioning despite it obviously being an Ai filter. It's just Nvidia talking points. This frankly reads like an undisclosed ad …
@tomwarren Tom Warren on x
DLSS off / DLSS 5 on [image]
@modernvintageg @modernvintageg on x
ill say it because everyone else wont, DLSS5 looks like dogshit. not a fan at all [image]
@bilawalsidhu Bilawal Sidhu on x
Big moment. You can cross the uncanny valley in video games by using real-time video-to-video AI. You get the best of coherence & control from classical 3d engines, then use generative AI to take it all the way.
@hardwarecanucks @hardwarecanucks on x
Ok, hold the phone. WHAT? Totally torn here. Are we infringing on a game designer's artistic intent w/ AI assumption? OR This is SICK! It breaks artists free from a game engine's limitations! What do you think?
@tomwarren Tom Warren on x
DLSS 5 looks like gen AI for video games. Grace looks totally different with DLSS 5 [image]
@rohankarmoon RohanKar on x
why tf are you turning an actual good upscaling technology into an AI slop mode????? [image]
@gamersnexus @gamersnexus on x
DLSS5 makes this look like an AI generated dating profile picture used to scam an old person in another country. Just looks like every other AI generated image of a “person.” No character or soul to it. Art loses what makes it impressive when it all looks like generated slop. [im…
@bengeskin Ben Geskin on x
The idea is cool, and I'm not against using AI like this, but here it feels a bit too much... the faces don't really look like the characters anymore.
@tomwarren Tom Warren on x
Nvidia just announced DLSS 5, calling it the “most significant breakthrough in computer graphics” since the introduction of real-time ray tracing in 2018. DLSS 5 uses “real-time neural rendering” and is coming to RTX 50 series GPUs later this year https://www.nvidia.com/...
@frankl1trempl1 Franklin on x
@NVIDIAGeForce this is some bullshit bruh no one wants this [image]
@synthpotato @synthpotato on x
@NVIDIAGeForce This looks horrifically bad, nobody wants an AI slop filter on top of their games
@videotechuk_ Ben on x
Urm NVIDIA? This looks awful [image]
@ctnzr Bryan Catanzaro on x
So proud of DLSS5: Fully generative neural rendering, in real-time, in real games. Mind-blowing realism. A whole new generation of real-time graphics. A decade of continuous research and development. Coming soon to PCs everywhere. 💚 [image]
@synthpotato @synthpotato on x
@digitalfoundry They cannot be serious, this is just an AI slop filter on top of the game
@mrbenb Ben Berraondo on x
Many thought a next-gen jump wouldn't happen for gaming again. Must watch video to see how games are going to look Great job by the @digitalfoundry team!
@mweinbach Max Weinbach on x
I mean DLSS 5 is insane for lighting, imagine if DLSS 6 handles movement/motion mixed with it. You could probably have photo realistic lighting, motion, audio, etc in real time with it. The entire game becomes the quality of cut scenes.
@nvidiageforce @nvidiageforce on x
Announcing NVIDIA DLSS 5, an AI-powered breakthrough in visual fidelity for games, coming this fall. DLSS 5 infuses pixels with photorealistic lighting and materials, bridging the gap between rendering and reality. Learn More → https://www.nvidia.com/... [video]
@synthpotato @synthpotato on x
NVIDIA just announced DLSS 5, which seems to generate AI images on top of upscaling, rather than just upscale what is already there as per all previous DLSS versions and this looks... not good. It is heavily leaning into AI slop, Grace looks like a completely different person. [i…
@geforce_jacobf Jacob Freeman on x
DLSS 5 is completely mind blowing. The neural rendering model with photoreal lighting and materials is a generation step up in visual fidelity. Gaming with DLSS 5 feels like future tech, but its possible now. It is truly incredible. 🤯 [video]
@geforce_jacobf Jacob Freeman on x
DLSS 5 applies to the entire scene in real-time, with existing textures and models, making the materials, lighting, faces look so much more real. 👀 [image]
@papapishu @papapishu on bluesky
They keep referring to this as a lighting technique, that the geometry is the same, but the language here is so murky. nvidianews.nvidia.com/news/nvidia- ...
@papapishu @papapishu on bluesky
Grace looks notably very bad in this but don't also sleep on how fucked up Hogwarts Legacy looks youtu.be/dJACkKbN-Eo?... [embedded post]
@aegies @aegies on bluesky
so if i'm understanding this video correctly, what DLSS5 is actually doing is taking every frame rendered through the existing process and then applying an AI image generative filter on it to make it look more “real.” and honestly i think i kind of hate this. www.youtube.com/watc…
@jamesbjones.com James B. Jones on bluesky
Nvidia has rolled out DLSS 5 and holy jumping fucking shitballs does it make everything look terrible. It runs every NPC through the same shitty uncanny valley filter that AI imagery cannot escape. — It is the “I fixed [insert female character]” meme made real and, inexplicabl…
@seamoosi Eric Van Allen on bluesky
aside from the obvious That's Not Grace of this, i put on the DF video (www.youtube.com/watch?v=4Zlw...) and i just vehemently disagree with so much of the thinking that gets us here. — lighting and look is a Choice. it's part of the palette. this lucid-dream ‘photo-realism’ pu…
@digitalfoundry @digitalfoundry on bluesky
We've brought back our “zoomer” screenshot tool and loaded up a range of DLSS 5 on/off comparisons from a range of games. Check it out: www.digitalfoundry.net/features/ nvi... [image]
r/ArtistHate r on reddit
Nvidia does is CHEAPEST & TACKIEST way to enhance graphics. It's just an Ai filter applied to same image instead of doing real work to add detail & realism.
r/unrealengine r on reddit
DLSS 5 Anouncement video
r/TESVI r on reddit
Nvidia's DLSS 5 is coming to Starfield and Oblivion Remastered, and I assume TES VI as well
r/PHGamers r on reddit
DLSS 5: cool tech or art direction killer?
r/starcitizen r on reddit
DLSS 5 is incredible!
r/accelerate r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
r/gaming r on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
r/residentevil r on reddit
What is Nvidia even doing?? The intended character design is tarnished.
r/GeForceNOW r on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
r/NoSodiumStarfield r on reddit
Starfield will Support DLSS 5 on PC
r/gamesEcultura r on reddit
A NVIDIA acaba de matar os video games
r/digitalfoundry r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
r/indotech r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
r/pcmasterraceFR r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting (Digital Foundry)
r/NintendoSwitch2 r on reddit
DLSS5 Mighty Impressive
r/linux_gaming r on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
r/singularity r on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
r/nvidia r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
r/Games r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
r/pcgaming r on reddit
NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for Games
r/pcgaming r on reddit
Hands-On With DLSS 5: First Look At Nvidia's Next-Gen Photo-Realistic Lighting
r/hardware r on reddit
[Digital Foundry] Nvidia's new DLSS 5 Brings Photo-Realistic Lighting To RTX 50-Series
@andrewgordonmac Andrew Macdonald on x
Our partner @nvidia has long helped power the AV ecosystem Now we're working together to bring fully NVIDIA-driven L4 robotaxis to the @Uber platform across 28 cities by 2028, starting in LA and SF next year https://investor.uber.com/... [image]
@ns123abc Nik on x
🚨 NVIDIA JUST ANNOUNCED DATA CENTERS IN SPACE Jensen Huang: >we're going into space >we've already been out in space >announces “Vera Rubin Space-1” >"in space there's no conduction, no convection, just radiation" >"we have to figure out how to cool these systems in space" [video…
@sawyermerritt Sawyer Merritt on x
NEWS: Nvidia CEO Jensen Huang announced today that the company is working on a new chip/computer for orbital data-centers called Nvidia Vera Rubin Space-1. “It's going to start data-centers out in space. Of course, in space there's no conduction, no convection, there's just [vide…
@benbajarin Ben Bajarin on x
Jensen is articulating what my main concern with Groq was in that as an independent solution why would I outsource all my inference. By integrating it as a part of the solution, it's just disaggregated but not 100% outsourced, which solves the problem.
@benbajarin Ben Bajarin on x
Exactly.
@mweinbach Max Weinbach on x
Jensen says CPU only racks will be a multi billion dollar business for them
@edludlow Ed Ludlow on x
Nvidia: $1 trillion through 2027. But note also that 60% of revenues to come from hyperscalers. [image]
@munster_gene Gene Munster on x
The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA
@lexnfx Alexei Oreskovic on x
450 companies sponsored Nvida's GTC conference! Jensen's got more tech execs handing him money than Trump did for his inauguration.
@edludlow Ed Ludlow on x
“Financial services. The largest percentage of attendees at this GTC is from the financial services industry. I know. I am hoping it is developers, not traders.” -Jensen Huang at GTC.
@mweinbach Max Weinbach on x
It's nice to hear Jensen call out GeForce so much to start GTC
@benbajarin Ben Bajarin on x
Jensen is emphasizing something he has said a few years now on the strength of the NVIDIA ecosystem. Massive installed base and architecture compatibility.
@munster_gene Gene Munster on x
$NVDA keynote kicks off any minute. Its a tie for key topics today: 1. Rubin Demand 2. How they'll benefit from inference. My take: 1. Jensen will likely say Rubin demand continues to be off the charts, and that's what investors already know. Unfortunately a non event for
@munster_gene Gene Munster on x
Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA
r/nvidia r on reddit
NVIDIA GTC Keynote 2026
@firstadopter Tae Kim on x
Don't be a buyside dum dum. Use some critical thinking skills and your brain. The more than $1 trillion order visibility through 2027 number Jensen said is for “right now where I stand.” That leaves 21 more months to add more orders. $NVDA Nvidia
@dylan522p Dylan Patel on x
I just witnessed someone in front of me market buy Nvidia stock as Jensen is talking and then post screenshots on WeChat alongside his view from the crowd
@firstadopter Tae Kim on x
“Claude code is new inflection” “computing demand is off the charts” “Inference reflection has arrived” - Jensen $NVDA Nvidia [image]
@firstadopter Tae Kim on x
I see buyside guys trying to contort this as negative. You all are being silly. They have visibility on $1 trillion+ right now through 2027 AND it is growing. Use your brain.
@dark1x John Linneman on bluesky
...
@dannyodwyer @dannyodwyer on bluesky
weird that this impressive lighting tech also randomly turns everyone into yassified, looks-maxed freaks. it's like all this technology can't help itself but sexualize everything it touches. but like, through the lens of teenage boys. — www.youtube.com/watch?v=4Zlw...
@mickeytheretriever @mickeytheretriever on bluesky
www.youtube.com/watch?v=4Zlw... I'm sorry I don't doompost about AI all that much, but this shit flabbergasted me cause I feel gaslit. Two grown ass men sit and discuss several games getting OBJECTIVELY enshittified by receiving the ai shit sheen and praise it for looking better
r/GraphicsProgramming r on reddit
DLSS 5.0: How do graphics programmers feel about it.
r/aiwars r on reddit
DLSS 5 Announced - Real Time Neural Rendering
r/IndoGamer r on reddit
Hands-On With DLSS 5: Our First Look At Nvidia's Next-Gen Photo-Realistic Lighting
@jaminball Jamin Ball on x
Return of the CPU is coming...Agents will consume CPU capacity at insane clips!
r/hardware r on reddit
NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
@dkhos Dara Khosrowshahi on x
Exciting news with our partner @nvidia
@nvidianewsroom @nvidianewsroom on x
#NVIDIAGTC news: NVIDIA launches the NVIDIA Nemotron Coalition to advance the development of open, frontier-level foundation models. Together with our partners, we're developing the foundation for the upcoming NVIDIA Nemotron 4 open models, creating a powerful shared foundation

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Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end

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