Wall Street re-evaluates AI prospects: NVIDIA Corporation (NVDA.US) raises trillion-dollar growth expectations.

At the annual GTC conference of NVIDIA Corporation (NVDA.US), founder and CEO Jensen Huang announced new products and partnerships, and revealed revenue opportunities reaching up to $1 trillion by 2027, sparking a positive response from analysts. Wedbush stated that the $1 trillion order backlog was "shocking". Led by analyst Dan Ives, the team pointed out that Jensen Huang delved into AI infrastructure, quantum computing, telecommunications, and physical AI, solidifying NVIDIA Corporation's position at the top of the AI demand curve in 2026 and beyond. Analysts added that this was a much-needed confidence booster for tech investors navigating the complex market. Jensen Huang explicitly stated that, despite ongoing market noise, the "AI revolution" is accelerating rather than slowing down. Ives and his team stated: "At the 2026 GTC conference, Jensen Huang significantly raised the bar by announcing that NVIDIA Corporation now expects the Blackwell/Rubin platform to bring in over $1 trillion in revenue by 2027. This builds on the $500 billion announced at the GTC Washington conference last October, with strong demand coming from all directions... Enterprise, sovereign nations, and AI-native companies are deepening their investment in NVIDIA Corporation's infrastructure as computational demand driven by agent-based AI and physical AI applications far exceeds expectations from a year ago." Analysts noted that inference has become the dominant demand driver. Compared to Hopper, the GB200 NVL72 platform offers up to a 50x performance improvement per watt and reduces the cost per token by 35x, making it the preferred architecture for expanding enterprise agent-based AI workloads. Analysts also noted that NVIDIA Corporation's ambitions go beyond just chips. The company officially launched NemoClaw, an open-source enterprise-grade AI agent platform aimed at becoming the enterprise standard as agent cycles capture a 100x increase in inference demand. In terms of physical AI, analysts believe that Omniverse Blueprint physics engine supporting factory-scale digital twins and Siasun Robot&Automation simulation will further expand a potential market size of up to hundreds of billions of dollars in vertical areas over the next decade. Ives and his team stated: "We estimate that for every $1 spent on NVIDIA Corporation's chips, there will be a multiplier effect of $8 to $10 throughout the ecosystem. Sectors ranging from hyperscale data centers, software, data center construction, network security, and power/energy will all benefit from $30 to $40 trillion in AI capital expenditures over the next three years. NVIDIA Corporation's chips are still at the core of this fourth industrial revolution. Overall, the GTC conference kicked off today at a golden standard set by Jensen Huang, and he did not disappoint." JP Morgan maintained its "overweight" rating on NVIDIA Corporation stock with a target price of $265. Led by analyst Harlan Sur, the team stated: "In short, as the market debate shifts towards the duration of the AI spending cycle, we believe that NVIDIA Corporation's vertically integrated platform (now covering seven chips, five rack systems, and the software stack that integrates them) is difficult to replicate. The acceleration of inference demand, structural potential market expansion brought about by accelerating traditional workloads, and an expanding customer base all support a more enduring cycle than currently expected by the market." Analysts noted that NVIDIA Corporation's management has increased visibility for Blackwell and Vera Rubin shipments/purchase orders to over $1 trillion by 2027, compared to the $500 billion announced at the GTC conference in Washington, DC last October for 2026. According to JP Morgan's estimates, this implies at least $50 billion to $70 billion of upside relative to the market's widespread expectations for 2026 to 2027 data center revenues, with additional orders/backlog expected to increase in the next 6 to 9 months. Furthermore, analysts believed that a significant but underestimated part of the keynote address was about accelerating traditional enterprise workloads through the CUDA-X library. CUDA-X is a collection of GPU-accelerated libraries, microservices, and tools built on top of NVIDIA Corporation's CUDA parallel computing platform. Sur and his team stated: "The integration of NVIDIA Corporation's Groq 3 language processing unit with Vera Rubin is the most important product release architecturally this is a separable inference architecture that pairs the Rubin GPU (high throughput) with the Groq LPU (low latency decoding), enabling NVIDIA Corporation to effectively serve the low latency inference market (ASICs traditionally have an advantage in this area)." As of the time of writing, NVIDIA Corporation's stock was trading flat in pre-market trading on Tuesday.