Get the latest crypto news, updates, and reports by subscribing to our free newsletter.
Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
© 2026 Index.vn
At the GPU Technology Conference (GTC) in San Jose, California, Reuters reported that NVIDIA CEO Jensen Huang outlined a strategy to expand into the real-time AI operating market, as investors weigh whether the company’s growth can remain sustainable after it became the first to reach a $5 trillion market capitalization in October 2025.
Reuters said Huang’s plan centers on launching new chips, including CPUs, alongside a synchronized AI system. The move is intended to reinforce NVIDIA’s leadership as the AI industry shifts from training models toward large-scale deployment.
At the event, Huang said the revenue opportunity from NVIDIA’s AI chips could reach at least $1 trillion by 2027, driven by strengthening demand for real-time AI operations.
Reuters noted that this forecast is double NVIDIA’s previously disclosed estimate of $500 billion by 2026 for its Rubin and Blackwell architectures, presented during its February 2026 earnings call. The higher figure implies a faster expansion of the AI market than initially anticipated.
NVIDIA is shifting emphasis from training to inference computing—the phase in which an AI system uses learned data to answer questions or perform tasks. Reuters said this segment is expected to grow rapidly as AI moves into mass deployment.
Huang said, “the tipping point for inference computing has arrived,” adding that demand will continue to rise as AI systems move beyond experimentation to large-scale operation.
Reuters attributed the demand outlook to a broader industry transition. After years of spending hundreds of billions of dollars on training, firms such as OpenAI, Anthropic, and Meta are moving toward serving hundreds of millions of users. That shift is expected to increase the need for inference-computing capacity and to drive scaling of GPU infrastructure.
Reuters said the $1 trillion forecast suggests demand for NVIDIA’s AI infrastructure remains durable despite concerns about the pace of growth following the stock’s strong run. NVIDIA shares rose after the announcement, closing up about 1.2%.

Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…