Early morning! A major positive development hits unexpectedly, causing a sharp surge! Jensen Huang announces

Nvidia CEO Jensen Huang Signals Major Positive Developments

At the early hours of today Beijing time, Nvidia’s annual GTC conference, dubbed the “AI Spring Festival,” kicked off. During his keynote, Jensen Huang projected that by the end of 2027, the company’s flagship chips will generate at least $1 trillion in revenue. This announcement caused Nvidia’s stock price to surge sharply, approaching a 5% intraday increase, and also drove the Nasdaq up nearly 2%.

Additionally, Nvidia unveiled the Space-1 Vera Rubin module, deploying data center-level AI computing power to satellites and orbital data centers (ODC), emphasizing its focus on on-orbit inference, real-time geospatial intelligence, and autonomous space missions.

Overnight, the three major US stock indices all rose significantly: the Dow gained 0.83%, the Nasdaq increased 1.22%, and the S&P 500 rose 1.01%. Large tech stocks led the rally, with most chip stocks closing higher; the Philadelphia Semiconductor Index rose nearly 2%. European markets also closed broadly higher, with Germany’s DAX 30 up 0.67%. International oil prices fell sharply, with WTI crude dropping 5.28% to $93.50 per barrel, and Brent crude down 2.84% to $100.21 per barrel.

Jensen Huang Announces: $1 Trillion

On March 16, Eastern Time, Nvidia CEO Jensen Huang stated at the company’s GTC developer conference that the new generation of AI acceleration chips based on the Blackwell architecture and the next-generation Rubin products are expected to generate at least $1 trillion in revenue by the end of 2027.

This figure far exceeds Huang’s October 2025 forecast of $500 billion in sales, highlighting the rapid expansion of AI infrastructure investments.

Stimulated by this news, Nvidia’s stock surged during trading, approaching a 5% increase before narrowing slightly, ultimately closing up 1.65%.

Under the global AI wave, Nvidia has become the core hardware supplier for AI infrastructure. Market consensus suggests that global capital expenditure on AI infrastructure by tech companies could reach hundreds of billions of dollars in the coming years.

Nvidia CFO Colette Kress previously stated at a JPMorgan event that, due to strong demand, the company is optimistic about its data center business, with expected revenue from data center chips “certainly” surpassing the $500 billion forecast made last October by the end of 2026.

Wall Street analysts believe that Nvidia’s $1 trillion revenue target not only reflects confidence in its product demand but also indicates the rapid growth of the entire AI infrastructure market. For capital markets, this target alleviates concerns about a slowdown in AI demand and reinforces a key view: the AI compute cycle is still in its early stages, not nearing its end.

If achieved, this would mean that in the coming years, global tech companies will continue to invest heavily in AI servers, GPUs, and related systems.

As AI model sizes grow, inference demands surge, and enterprise AI applications accelerate deployment, AI computing power is gradually becoming a long-term capital expenditure similar to cloud infrastructure.

Major Product Launches

In terms of products, Nvidia officially announced DLSS 5 at the GTC conference, calling it the company’s biggest breakthrough in computer graphics since real-time ray tracing in 2018. By using real-time neural rendering models, it injects “cinematic” lighting and material details into pixels, aiming to deliver interactive visuals in games that rival Hollywood-quality visuals.

Huang compared DLSS 5 to a “GPT moment in graphics,” emphasizing the new balance achieved between visual expression and artistic controllability through generative AI.

According to Nvidia, top industry publishers and game developers such as Bethesda, CAPCOM, NetEase, Tencent, Ubisoft, and Warner Bros. Games will integrate DLSS 5.

Another highlight of the conference is the two CPU products. The Vera CPU rack integrates 256 Vera CPUs, doubling computing efficiency and increasing speed by 50% compared to traditional CPUs.

The Groq 3 LPX rack features 256 LPU processors, offering 128GB of on-chip SRAM and 640TB/s of expandable bandwidth. When combined with the Vera Rubin platform, the inference throughput/watt ratio is expected to improve by 35 times.

Huang said that the LPU chips will be manufactured by Samsung, with shipments expected to begin in the second half of this year.

All three racks use liquid cooling architectures.

The highly anticipated Spectrum-6 SPX, as expected, adopts Co-Packaged Optics (CPO) technology, delivering five times higher optical power efficiency and ten times higher network reliability.

Nvidia also introduced the Space-1 Vera Rubin module, deploying data center-level AI computing to satellites and orbital data centers. The company’s product lineup—including Jetson Orin, IGX Thor, RTX PRO 6000 Blackwell GPU, and the upcoming Space-1 module—forms a complete computing architecture from orbital edge computing to ground-based AI data centers and cloud analysis.

By venturing into the “lobster industry,” Nvidia is transforming AI agent infrastructure into a new growth track.

NemoClaw, positioned as the foundational infrastructure layer of the OpenClaw AI platform, can deploy AI agents with a single command, integrating Nemotron models and OpenShell runtime environment to address security, privacy, and sandbox capabilities. It aims for minimal deployment and “safe shrimp farming.”

Nvidia emphasizes that NemoClaw can run on RTX PCs, RTX PRO workstations, DGX Station, DGX Spark, and other devices, supporting the need for dedicated computing hardware for “always-on AI assistants.”

Nvidia also announced further expansion of its “Open Model Ecosystem,” covering three major AI domains: Agentic AI, Physical AI, and Medical AI.