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Nvidia Charts AI Future with $1 Trillion Data Center Projection and New Chip Roadmap

CEO Jensen Huang unveils plans for AI chips through 2027 and predicts massive growth in AI infrastructure spending despite market concerns.

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Nvidia CEO Jensen Huang delivers the keynote address during the Nvidia GTC 2025 at SAP Center on March 18, 2025 in San Jose, Calif.
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Overview

  • Nvidia CEO Jensen Huang announced a roadmap featuring AI chips Blackwell Ultra (2025), Vera Rubin (2026), and Vera Rubin Ultra (2027).
  • Huang projected data center capital expenditures could surpass $1 trillion by 2028, driven by AI infrastructure growth.
  • Nvidia's stock rose 2% after the GTC keynote, reversing a two-day decline, while partner companies like Coherent and Amphenol saw larger gains.
  • Analysts remain optimistic about Nvidia's leadership in AI and its product roadmap, though macroeconomic pressures and market saturation weigh on short-term sentiment.
  • Nvidia's AI ecosystem is expected to create significant economic benefits for partners, with analysts estimating an $8-$10 multiplier effect per dollar spent on Nvidia chips.