Vera Rubin

Jensen Huang just told the world Nvidia expects $1 trillion in revenue by 2027. That’s double last year’s forecast. But the real story from GTC 2026 isn’t the number — it’s the machine that’s supposed to earn it. Vera Rubin Isn’t a Chip. It’s an Ecosystem. Stop thinking about Nvidia as a GPU company. The star of this year’s GTC is the Vera Rubin platform — a five-rack-scale AI supercomputer built from seven different chips, each purpose-designed for a specific slice of the AI workload. ...

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. ...

The AI race has a new front, and it’s not about who builds the smartest model. It’s about who controls the pipes. Meta just signed a $27 billion, five-year infrastructure deal with Nebius Group — a company that, two years ago, was busy shedding its identity as Yandex’s international arm. The deal gives Meta priority access to purpose-built GPU clusters running Nvidia’s next-generation Vera Rubin chips. And it tells us something crucial about where the AI industry is actually heading. ...

Jensen Huang walked into a packed San Jose hockey arena, leather jacket and all, and casually doubled NVIDIA’s AI revenue forecast to $1 trillion through 2027. Then he announced chips purpose-built for AI agents, a partnership with a former competitor, Disney robots, self-driving car deals, and — because apparently Earth isn’t big enough — data centers in space. GTC 2026 wasn’t a product launch. It was a declaration of what comes next. ...

Thirty thousand people just descended on San Jose for what might be the most important tech keynote of 2026. NVIDIA’s GPU Technology Conference kicks off today, and Jensen Huang has promised to “surprise the world.” He’s not bluffing. The Training Era Is Over. Welcome to Inference. For three years, the AI hardware playbook was brain-dead simple: buy GPUs, train bigger models, repeat. NVIDIA rode that formula to a $4.4 trillion market cap — the most valuable public company on Earth. ...

Forget March Madness. The real buzzer-beater lands Monday when Jensen Huang takes the stage at San Jose’s SAP Center for GTC 2026 — and the pre-game leaks suggest this could be the most consequential tech keynote in years. NVIDIA is now the world’s most valuable company at roughly $4.6 trillion. GTC has evolved from a niche developer gathering into a market-moving, policy-shaping global event. Nearly 20,000 attendees from 190 countries. Millions on the livestream. And an entire industry holding its breath. ...

When Mira Murati quietly left OpenAI in late 2024, the AI world held its breath. Now we know what she’s been building — and Nvidia just wrote a very large check to prove it matters. On Tuesday, Nvidia and Thinking Machines Lab announced a multiyear strategic partnership: a “significant investment” from Nvidia plus a commitment to deploy at least one gigawatt of next-gen Vera Rubin systems starting early 2027. Industry estimates peg the infrastructure cost at roughly $50 billion. ...

The AI boom isn’t slowing down. It’s accelerating so fast that even Nvidia’s own forecasts can’t keep up. On Wednesday, Nvidia reported fiscal Q4 2026 results that didn’t just beat Wall Street estimates — they made them look quaint. Revenue hit $68.13 billion against expectations of $66.21 billion. Net income nearly doubled year-over-year to $43 billion. And then Jensen Huang’s team dropped a next-quarter forecast of $78 billion that left analysts scrambling to update their models. ...

If you needed proof the AI supercycle isn’t slowing down, Nvidia just handed it to you — on a $68 billion silver platter. Wednesday evening, the chipmaker reported fiscal Q4 2026 results that beat Wall Street across the board. Revenue hit $68.13 billion, blowing past the $66.21 billion consensus. Earnings per share landed at $1.62 versus the expected $1.53. Net income nearly doubled to $43 billion — in a single quarter. ...