Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere
What Happened
Nvidia CEO Jensen Huang said he expects $1 trillion worth of orders for the chips.
Our Take
$1 trillion in orders? That's less a forecast and more a vibe check. Jensen's been right before, but this assumes AI capex stays cocaine-fueled forever. It won't.
Honestly, the Vera Rubin callout is wild—that's a telescope for astronomy. It's not even a chip product line in the same sense. It feels like Jensen threw it in to pad the number and make it sound less absurd.
The real question: is this $1 trillion over 5 years? 10 years? Every Nvidia conversation avoids timeline because timelines are how you get caught bullshitting. Don't believe the hype until you see the quarterly guidance.
What To Do
Wait for the actual 10-K filing and earnings call guidance—that's where the real number is.
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