Nvidia CEO Jensen Huang has revealed a record-breaking $500 billion in GPU orders through 2026 — a signal that the company could soon become the world’s first $10 trillion tech leader.
Speaking at Nvidia’s GTC 2025 event on October 28, Huang emphasized that global demand for the company’s Blackwell and Rubin processors continues to accelerate across AI infrastructure and data centers.
“We are witnessing the next wave of accelerated computing,” Huang said. “The scale of demand is unlike anything we’ve seen before.”
Nvidia $500 Billion Orders 2026 Drives Record AI Demand
Huang confirmed that Nvidia has received $500 billion in confirmed orders through the end of 2026 — far surpassing analysts’ expectations of $277 billion in revenue for fiscal 2027.
These commitments from hyperscalers, cloud providers, and national AI projects reinforce Nvidia’s leadership in the semiconductor market despite increased competition from AMD and Broadcom.
“This announcement silences any doubts about Nvidia’s long-term growth,” one analyst commented.
Potential Reentry Into China Could Add More Upside
Nvidia’s future expansion may include renewed access to the Chinese market.
Following trade discussions, U.S. officials suggested China may soon be able to purchase select Nvidia chips — excluding restricted high-end models.
Currently, Nvidia reports no revenue from China due to export license suspensions.
If partial access is restored, billions in new revenue could be added to fiscal 2027 projections.
Can Nvidia Reach a $10 Trillion Valuation?
If Nvidia fulfills its $500 billion order pipeline, it could generate about $420 billion in annual revenue by fiscal 2027.
At a 52% profit margin, that equals roughly $218 billion in net income, putting its potential market cap near $10.9 trillion with a 50x earnings multiple.
Even excluding China’s contribution, Nvidia could double its valuation within a year — reaffirming its dominance in AI computing.
Blackwell, Rubin, and the Future of AI Infrastructure
The Blackwell and Rubin architectures introduce quantum-ready scalability, real-time analytics, and next-gen data throughput.
Together, they form the foundation of Nvidia’s end-to-end AI ecosystem — from CUDA and DGX Cloud to its developer stack that powers enterprise AI systems worldwide.
Nvidia’s Long-Term Outlook Remains Strong
Despite all-time highs in share price, the Nvidia $500 billion orders 2026 announcement strengthens investor confidence.
As AI demand continues to surge, Nvidia is positioning itself as the core infrastructure layer of the next computing era.
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