Nvidia projects $1 trillion in AI revenue for 2027, up from $500 billion in 2026.

Nvidia has raised investor expectations for its artificial intelligence business, projecting a sharp step-up in AI-related revenue over the next few years. The update came as the company also reported strong recent results driven by demand for its latest graphics processing units.

AI revenue outlook accelerates

At the Nvidia GTC (GPU Technology Conference) in San Jose, California, in mid-March, CEO Jensen Huang projected that Nvidia would generate $1 trillion in AI revenue in the 2027 calendar year. This represents a major increase from Nvidia’s earlier estimate of $500 billion during this year.

Despite the upbeat outlook, Nvidia’s stock has pulled back. The article notes the shares are down about 15% from their all-time high, and that Nvidia has lost roughly $1 trillion in market capitalization since breaking through the $5 trillion barrier last year, with some investors reportedly selling amid concerns about an AI bubble.

Recent sales show momentum

Nvidia’s near-term performance has been fueled by continued GPU demand. Sales in the fourth quarter of fiscal 2026 (ending Jan. 25) were $68.1 billion, up 73% from a year ago. Of that total, $62.3 billion came from the data center segment, up 75% year over year.

The article attributes the strength to Nvidia’s Blackwell chips, which began shipping in late 2024. It also points to an expected boost this year as Nvidia starts selling its next-generation Rubin chip, described as having greater capabilities and 10x energy efficiency.

From chips to an “AI supercomputer”

Huang said Nvidia plans to combine Rubin chips with storage, inference accelerators, and Ethernet racks to create what he called an “AI supercomputer”. The goal, according to the article, is to support a major advance for agentic AI solutions.

“Finally, AI is able to do productive work, and therefore the inflection point of inference has arrived,” Huang said.

Revenue trajectory and scale

The article also highlights Nvidia’s broader growth. It states Nvidia’s revenue in the last 12 months was $215.9 billion, and that it is already projected to approach $500 billion in the next two years.

Against that backdrop, the company’s projection that AI revenue could more than double is presented as a key reason for investor confidence—particularly through Nvidia’s strategy of integrating inference accelerators into a wider AI infrastructure platform.

What Nvidia is betting on

According to the article, Nvidia is banking on its ability to provide customers with a pathway to complete computing and AI workloads—ranging from inference and agentic AI to storage and networking—either as individual components or as a turnkey solution when working together as a system.

The piece concludes that investors who sold during the recent pullback may consider revisiting Nvidia while the stock remains in “correction territory,” arguing that the company’s AI demand outlook could support a recovery.