Nvidia GTC 2026: Vera Rubin, a $1 Trillion Bet, and the Dawn of AI's Inference Era
Jensen Huang stood in front of 18,000 people at San Jose’s SAP Center on Monday, wearing his signature black leather jacket, and casually dropped a number that would make most Fortune 500 CEOs choke on their coffee: $1 trillion. That’s the revenue opportunity Nvidia now sees for its AI chips through 2027 — doubled from the $500 billion estimate it gave investors just last month. And after a nearly three-hour keynote that covered everything from space-based data centers to Disney robots to the future of gaming graphics, one thing is crystal clear: Nvidia isn’t just riding the AI wave anymore. It’s building the ocean. ...