NVIDIA's Jensen Huang Eyes US$1tn Revenue by 2027

At NVIDIA GTC, Jensen Huang, CEO of NVIDIA, took the stage to showcase the future of the company he has transformed into the global standard for AI Inference at Scale. The CEO's vision extends beyond product launches, as he predicts the company could secure US$1tn worth of orders by 2027, doubling the US$500bn in orders NVIDIA Blackwell accrued after the last GTC.

Jensen's leadership philosophy centres on continuous innovation rather than one-off technological breakthroughs. 

Under his guidance, NVIDIA has evolved from the first computer designed for deep learning to now powering almost all leading endpoints globally.

Strategic focus on accelerated computing

Jensen explains that NVIDIA "continues to nurture and continue to update software over its life", ensuring customers don't just get a "first time pop", but receive a "continuous cost reduction of accelerated computing over time".

This strategy has created what the CEO describes as a virtuous cycle. At the GTC tech conference, Jensen notes that because the install base of the NVIDIA stack is very high, new optimisations would benefit millions.

"This combination of dynamics is what makes NVIDIA architecture expand its reach, accelerating its growth at the same time driving down computing costs. Which ultimately encourages new growth." He says. 

Leading through the AI revolution

Reminiscing on NVIDIA's journey over the past 25 years, Jensen traces the company's evolution from Pixel shaders powering NVIDIA GeForce GPUs. "This is the house that GeForce made," he says. "GeForce brought CUDA to the world."

This decision allowed pioneering computer scientists to discover that "GPU could be their friend in accelerating deep learning".

According to Jensen, "It started the big bang of AI."

The CEO's vision has come full circle, "10 years ago we thought that AI would revolutionise computer graphics," he explains.

"Just as GeForce brought AI to the world, AI is now going to go back and revolutionise how computer graphics is done all together."

This revolution has materialised in DLSS 5, the next generation of graphics technology called neuro rendering, created from the fusion of 3D graphics and AI.

Embracing agentic transformation internally

The company has also evolved its own operations. "Something happened in the last two years. Particularly in the last year. We have been working with the AI-natives for a long time and last year it just skyrocketed," Jensen says.

The CEO has fully embraced agentic AI within NVIDIA itself, saying that "100% of NVIDIA is using a combination of Claude Code, Codex and Cursor. There is not one software engineer today who is not assisted by one or many AI agents helping them code."

With over US$150bn poured into venture investments in AI startups, the CEO says this level of funding is the "largest in human history". Though quite new, "the incredible value they are delivering already is quite tangible," he says, all possible "because we reinvented computing."

Jensen continues: "An AI that can perceive became an AI that can generate. An AI that can generate became an AI that can reason. An AI that can reason now became an AI that can actually do work."

At GTC, he unveiled the flagship Vera Rubin platform as a foundation for agentic AI and next generation data centre infrastructure. Built on sixth generation NVLink and liquid cooled systems, the platform reflects his focus on high efficiency at scale. Jensen also emphasises the integration of Groq LPUs to accelerate inference, reducing latency and supporting high value token generation.

According to Jensen, around 70 new libraries launched at the GTC represent the company's "crown jewels". These libraries "make it possible for activating computing platforms in service of solving a problem" and actually making an impact.

Now in production, the Vera CPU could drive a multi billion dollar business while supporting high throughput AI processing across modern data centres.