The revenue potential from sales of AI chips by U.S. Nvidia Corp. could reach at least $1 trillion between now and 2027 inclusive, CEO Jensen Huang said during the company’s annual developer conference in San Jose, California.
In February, Nvidia projected the revenue potential of its Blackwell and Rubin AI graphics chips to reach $500bn between now and the end of this year.
At the conference, Huang also unveiled a new Vera processor and an AI system based on solutions from Groq chipmaker, from which Nvidia licensed $17bn worth of technology in December.
The new products are designed to strengthen Nvidia’s position in the inference (AI model exploitation – IF-u) chip market, where its GPUs have faced growing competition from central and specialised processors from Google and other companies. Nvidia dominates the market for model training chips and has been focused on it in recent years, Reuters writes.
“This is the tipping point for inferencing,” Huang said during the conference. – And demand has not stopped growing.”
Inferencing involves two stages-so-called prefill (processing a user’s request) and decoding (generating a response). According to the Nvidia CEO, the Vera Rubin integrated platform will be used in the first stage, Groq in the second.
In 2028, after Rubin Ultra chips are brought to market, the company plans to launch chips on the Feynman architecture.
Huang also presented the NemoClaw software platform, which integrates with the popular OpenClaw AI agent and helps enterprises use it more securely.
“Every company in the world needs a strategy under OpenClaw,” said the CEO. – That’s what a computer looks like now.”
OpenClaw was launched in January and has gained popularity at lightning speed. The tool runs locally on a user’s computer, is controlled via messenger and can autonomously perform a variety of tasks, including sending emails, managing a calendar and checking in for flights.
At the same time, some experts were concerned about cyber threats that could arise from the flexibility available to users to customise OpenClaw to suit their needs.