SAN JOSE, California – Nvidia CEO Jensen Huang said that demand for its products through 2027 has hit the $1 trillion mark.

"Last year [at the GTC conference] we saw about $500 billion of very high confidence, demand, purchase orders for Blackwell and Ruben through 2026," Huang said at this year's GTC event. Well, I'm here to tell you that, right now, where I stand a few short months after GTC DC, one year after the last GTC. Right here where I stand, I see through 2027, at least $1 trillion."

"A trillion dollars is an enormous amount of infrastructure. You have to have complete confidence that the trillion dollars you're putting down will be utilized, will be performant, will be incredibly cost-effective, and have useful life for as long as you can see that infrastructure investment," Huang continued. "[Nvidia] is the only infrastructure in the world that you could go anywhere in the world and build with complete confidence."

Huang said that 60% of the company's business comes from the top five hyperscalers. "However, even within that top five hyperscale, some of it is internal AI consumption," he continued.