Nvidia sales opportunity for Blackwell, Rubin chips more than $1 trillion by 2027

Nvidia CEO ​Jensen Huang ​said on Tuesday at a ​press conference that the revenue opportunity for the company's Blackwell and Rubin artificial intelligence chips ‌is "likely ⁠to ⁠be larger than $1 trillion" by the end ​of 2027.

Blackwell and Rubin are Nvidia's flagship AI ​chips and capable of building the large language models that underpin chatbots ​such as OpenAI's ChatGPT. ⁠Blackwell chips ‌are available for purchase, ​while ​Rubin chips are Nvidia's next-generation ⁠processors and are in full production.

The $1 ​trillion estimate Huang issued does ​not include a swath of the company's other products like its central processing units (CPUs), its range of networking chips or the forthcoming ‌chips based on the technology it licensed from Groq. The ​estimate also ​does not ⁠include a Rubin variant known as Rubin Ultra.


In December, Nvidia signed a deal to ​license Groq's tech and hired many of the startup's executives.