Nvidia CEO Jensen Huang projects $1 trillion in chip revenue through 2027 as agentic AI demand surges

Nvidia CEO Jensen Huang said at the company's GTC 2026 conference that he expects at least $1 trillion in revenue from its Blackwell and next-generation Vera Rubin chips through 2027, adding that he is “certain” computing demand will exceed even that figure. Huang declared that AI has reached an “inflection point” where it is now doing productive work through inference rather than just training, and unveiled Nvidia NemoClaw, a new agent toolkit that integrates with the popular open-source OpenClaw framework to give users additional security controls over their AI agents. He also predicted that SaaS companies will evolve into “AaaS” — agentic AI as a service — companies that sell agents rather than software.