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NVIDIA GTC 2026: $1T AI Chip Revenue Forecast Through 2027 — Vera CPU and Groq 3 Platform Announced
At GTC 2026 in San Jose, Jensen Huang forecast that NVIDIA's full AI platform — Blackwell, Vera CPU, Groq 3, and new storage racks — will generate $1T in revenue through 2027, doubling his October 2025 projection of $500B by end of 2026. Despite the landmark forecast, NVIDIA stock remains in a 2026 funk (down from highs), indicating the $1T AI infrastructure build-out is already priced in. The SaaS disruption read: AI infrastructure capex is accelerating sharply while enterprise seat-based software spending contracts — the capex goes to chips and compute, not SaaS subscriptions.
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