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Sunday 18 October 2026 01:57:31 GMT
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2026-10-18 02:09:00
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Nvidia’s CEO just said something crazy. During the company’s GTC conference, Jensen Huang said demand for Nvidia’s Blackwell and upcoming Rubin chips could reach $1 trillion in orders by 2027. Just last year, Nvidia estimated around $500 billion in demand through 2026. Now that projection has doubled in only a few months — a sign of how fast the AI infrastructure race is accelerating. The new Rubin architecture is expected to push performance even further, reportedly running up to 3.5 times faster than Blackwell on training tasks and about 5 times faster for inference. That kind of power is exactly what companies need to train and run massive AI models. Production of the Rubin chips is expected to ramp up later this year. So while everyone talks about AI models, the real gold rush might be the hardware powering them. Save this, follow for more AI and tech industry updates, and watch where the trillion-dollar bets are happening.
Nvidia’s CEO just said something crazy. During the company’s GTC conference, Jensen Huang said demand for Nvidia’s Blackwell and upcoming Rubin chips could reach $1 trillion in orders by 2027. Just last year, Nvidia estimated around $500 billion in demand through 2026. Now that projection has doubled in only a few months — a sign of how fast the AI infrastructure race is accelerating. The new Rubin architecture is expected to push performance even further, reportedly running up to 3.5 times faster than Blackwell on training tasks and about 5 times faster for inference. That kind of power is exactly what companies need to train and run massive AI models. Production of the Rubin chips is expected to ramp up later this year. So while everyone talks about AI models, the real gold rush might be the hardware powering them. Save this, follow for more AI and tech industry updates, and watch where the trillion-dollar bets are happening.

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