{"id":547930,"date":"2026-03-18T07:42:13","date_gmt":"2026-03-18T07:42:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/547930\/"},"modified":"2026-03-18T07:42:13","modified_gmt":"2026-03-18T07:42:13","slug":"nvidia-ceo-reveals-massive-us1-trillion-ai-chip-opportunity","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/547930\/","title":{"rendered":"Nvidia CEO reveals massive US$1 trillion AI chip opportunity"},"content":{"rendered":"<p>Shares in\u00a0Nvidia Corp\u00a0(<a class=\"tickerized-link\" href=\"https:\/\/www.fool.com.au\/tickers\/nasdaq-nvda\/\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ: NVDA<\/a>) moved higher overnight after the chip giant&#8217;s Chief Executive delivered a major update on the company&#8217;s artificial intelligence outlook.  <\/p>\n<p>At the close of trade, the Nvidia share price finished 1.65% higher at US$183.22.<\/p>\n<p>The gain came after CEO Jensen Huang outlined the scale of the opportunity ahead for the company&#8217;s AI processors.<\/p>\n<p>Here&#8217;s the latest information. <\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2025\/12\/chip-1200x675.jpg\" class=\"attachment-full size-full wp-post-image\" alt=\"A tech worker wearing a mask holds a computer chip.\"  \/><\/p>\n<p>Image source: Getty Images<\/p>\n<p>Nvidia CEO outlines huge AI revenue opportunity<\/p>\n<p>Speaking at the company&#8217;s GTC developer conference in San Jose, Huang said Nvidia now sees at &#8220;least US$1 trillion&#8221; in potential revenue tied to its latest generation of AI chips. <\/p>\n<p>The projection relates primarily to Nvidia&#8217;s new Blackwell and Rubin chip architectures. These are designed for large-scale AI computing and data centre workloads.<\/p>\n<p>According to the\u00a0<a href=\"https:\/\/investor.nvidia.com\/events-and-presentations\/events-and-presentations\/default.aspx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">presentation<\/a>, the chips are expected to power the next wave of AI infrastructure. This comes as major technology companies continue investing heavily in data centres and advanced computing systems. <\/p>\n<p>The forecast effectively doubles the US$500 billion opportunity the company previously outlined late last year.<\/p>\n<p>Huang told attendees the scale of demand from hyperscale cloud providers and enterprise customers continues to grow rapidly as AI applications expand. <\/p>\n<p>New AI systems and infrastructure revealed<\/p>\n<p>During the event, Nvidia also introduced new computer systems designed to run AI faster.<\/p>\n<p>One of the key announcements was a new server platform that combines 72 of Nvidia&#8217;s next generation Vera Rubin chips with advanced networking and memory technology. <\/p>\n<p>The systems are designed to handle large AI workloads much faster than earlier hardware.<\/p>\n<p>Nvidia said the platform can produce hundreds of millions of AI tokens per second, which means AI models can generate responses more quickly.<\/p>\n<p>These upgrades are designed to support the growing demand for AI inference, which is when trained AI models are used in real-world applications. This includes chatbots, search tools, and other software. <\/p>\n<p>Nvidia remains central to the AI boom<\/p>\n<p>Nvidia has become one of the most important companies in the global AI supply chain.<\/p>\n<p>Its graphics processing units (GPUs) are widely used by technology companies building and operating large language models and other AI tools. <\/p>\n<p>Demand for these chips has surged over the past 2 years as businesses accelerate spending on AI infrastructure.<\/p>\n<p>The company&#8217;s most recent quarterly results highlighted the scale of that growth. Nvidia reported revenue of US$68.1 billion for the quarter, representing 73% year-on-year growth.<\/p>\n<p>That rapid expansion has cemented Nvidia&#8217;s position as a critical supplier to the world&#8217;s largest tech companies.<\/p>\n","protected":false},"excerpt":{"rendered":"Shares in\u00a0Nvidia Corp\u00a0(NASDAQ: NVDA) moved higher overnight after the chip giant&#8217;s Chief Executive delivered a major update on&hellip;\n","protected":false},"author":2,"featured_media":331935,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,105,313],"class_list":["post-547930","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-au","tag-australia","tag-technology","tag-trending"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/547930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=547930"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/547930\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/331935"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=547930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=547930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=547930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}