Nvidia CEO Jensen Huang see $1 trillion revenue through 2027, a figure that analysts say is higher than the most optimistic forecast

Nvidia CEO Jensen Huang has now surprised the analysts by projecting that the company’s revenue could double to $1 trillion through 2027. Huang revealed this detail at Nvidia’s GTC conference in San Jose.

The figure stated by Huang is far above Nvidia’s previous guidance of $500 billion in visibility for its AI chips and exceeds even the most optimistic forecasts on Wall Street. Along with this, Huang also pointed to the increasing demands for Nvidia’s Blackwell and Vera Rubin chips, particularly from hyperscalers like Meta, Microsoft, and Amazon, as the driving force behind the projection. He described AI agents and data center platforms as the new computing paradigm, fueling unprecedented growth.

The trillion dollar forecast comes amid questions about whether companies will sustain heavy spending on AI infrastructure. Nvidia has consistently beaten analysts estimates for 14 straight quarters with fiscal 2025 revenue reaching $215.9 billion, up 65% year-over-year. First-quarter guidance now ranges between $76.44 billion and $79.56 billion, well above Street expectations. Beyond this forecast Nvidia announced expanded partnerships with Hyundai and Kia for autonomous driving, deals with Lyft and Uber to power self-driving fleets, and collaborations with Adobe and T-Mobile.

New product launches were also highlighted as GTC 2026 continues through March 19.

Nvidia CEO suggests a strategy on the AI agent

Speaking at GTC, Jensen Huang urged companies around the world to prepare for the rise of AI agents. “Every company in the world today needs to have an OpenClaw strategy, an agentic system strategy. This is the new computer,” Huang said, referencing the open-source AI agent platform that has rapidly gained traction in Silicon Valley. According to a report by Bloomberg, Huang has compared OpenClaw formerly known as Clawbot and Moltbolt to transformative technologies like Windows, Linux, Kubernetes and HTML, saying that it gave the industry ‘exactly what it needed at the exact time’.

He also stressed on the fact that its role in enabling personal AI agents, calling the implications ‘incredible’.