Nvidia Chip Sales Expected to Double in 2027

NVIDIA's CEO Jensen Huang confirmed that chip sales for the company are expected to double in 2027, driven by the Vera Rubin platform's strong revenue opportunity.

The platform is expected to be 'the fastest product ramp in NVIDIA's history,' with per-gigawatt revenue rising to $40 billion from $25 billion on Blackwell. This news comes after management already told investors that customers' forecasts point to a doubling of growth next year, framing the fiscal 2028 outlook as 'a supply-constrained outlook.'

The company's supply obligations have swelled to $279 billion, largely tied to memory procurement for Vera Rubin. Partners including Apollo, BlackRock, and Goldman Sachs are mobilizing over $500 billion for AI infrastructure.