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Markets Score 75 Bullish

Nvidia's Blackwell and Rubin Chips Projected to Generate $1 Trillion in Lifetime Sales

Apr 03, 2026 01:35 UTC
NVDA, ^GSPC, ^VIX
Long term

Nvidia's CEO Jensen Huang has projected $1 trillion in lifetime sales for its Blackwell and Rubin chips by 2027, signaling significant growth potential. The market has yet to fully price in this long-term outlook, potentially offering investors an opportunity.

  • Nvidia projects $1 trillion in lifetime sales for Blackwell and Rubin chips by 2027.
  • The 2026 projection was $500 billion, indicating a doubling of expected sales within one year.
  • Nvidia generated $216 billion in revenue in FY 2026, with Blackwell chips contributing significantly.
  • Analysts forecast $369 billion in revenue for FY 2027 and $480 billion for FY 2028.
  • The stock is currently trading at 35 times earnings and 20.6 times forward earnings.
  • Market valuations suggest the stock is priced for average performance after 2026, despite long-term growth projections.

Nvidia's CEO Jensen Huang has outlined a bold projection for the company's Blackwell and Vera Rubin chips, forecasting $1 trillion in lifetime sales by the end of 2027. This projection, announced during the 2026 GTC event, marks a substantial increase from the $500 billion in lifetime sales expected by the end of 2026, as stated in the previous year's event. The market has not yet fully reflected this optimism, with the stock declining post-announcement. However, analysts suggest that the long-term growth potential remains strong, particularly as AI data centers continue to expand. In fiscal year 2026, Nvidia generated $216 billion in revenue, with a significant portion attributed to Blackwell chips, which began primary sales in late 2024 to early 2025. Wall Street analysts project $369 billion in revenue for FY 2027 and $480 billion for FY 2028, totaling just over $1 trillion in revenue by 2028. Despite these figures, the market appears to be underestimating Nvidia's future growth, as current valuations suggest the stock is priced for average performance after 2026. With AI hyperscalers investing heavily in data centers, demand for advanced computing chips is expected to surge in the coming years, potentially driving further revenue growth for Nvidia.

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