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Nvidia’s Jensen Huang predicts $1tn in AI chip revenue over 2 years

Chip group’s higher than expected sales forecast fails to boost share price

Nvidia chief executive Jensen Huang on Monday said he expected at least $1tn in AI chip revenue over roughly the next two years, driven by adoption of tools such as Anthropic’s Claude Code and OpenAI’s OpenClaw.

“Right now where I stand . . . I see through 2027 at least $1tn” in revenue, said Huang, adding he was “certain” demand would prove to be higher.

Nvidia shares briefly gained more than 2 per cent after Huang’s comments at the $4.5tn semiconductor giant’s flagship GTC event in Silicon Valley.

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