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Jensen Huang expects Nvidia to sell $1 trillion of AI hardware through 2027 — AI buildout intensifies as Agentic AI takes hold

Jensen Huang expects Nvidia to sell $1 trillion of AI hardware through 2027 — AI buildout intensifies as Agentic AI takes hold

Jensen Huang, CEO of Nvidia, predicts the company will achieve $1 trillion in AI hardware sales by 2027, making it the first to reach this milestone. Nvidia's revenue for fiscal year 2026 was $215 billion, and it projects $78 billion for the first quarter of fiscal 2027. To reach $1 trillion, Nvidia would need to grow faster than the market, increase product volumes, and potentially raise prices. Analysts believe Nvidia could hit $1 trillion in revenue by 2030 if global AI infrastructure spending continues to rise. However, meeting this demand may be challenging due to constraints in chip manufacturing capacity.

Tom's Hardware•
Blackwell GPU's exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia

Blackwell GPU's exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia

The exclusion of Blackwell GPU from recent high-level trade talks between the U.S. and China underscores a deepening rift in the AI ecosystem between the two nations. China is aiming to develop sovereign hardware and software systems without relying on Nvidia. The temporary trade ceasefire between the U.S. and China includes a delay in China's new export controls on rare earth elements, benefiting hardware manufacturers. Despite the pause, the truce does not address the underlying control issues, especially in the realm of AI chips, where China is a major player. Nvidia is rumored to be working on a China-specific chip, the B30A, as a workaround to U.S. export restrictions, but the broader implications of the exclusion of Blackwell from trade discussions are significant for Nvidia's market access and strategic positioning.

Tom's Hardware•
Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — additional Spectrum-X platform to be deployed by Meta and Oracle for data center use

Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — additional Spectrum-X platform to be deployed by Meta and Oracle for data center use

Samsung has joined Nvidia's NVLink Fusion program to produce custom AI chips, offering design-to-manufacturing support for companies integrating Nvidia's technology. This partnership expands Nvidia's foundry options beyond TSMC and allows for chips to be directly plugged into Nvidia-powered racks. Samsung's involvement signifies a shift in power dynamics and aims to enhance Nvidia's AI ecosystem. Additionally, Meta and Oracle will deploy Nvidia's Spectrum-X platform for data center use, emphasizing Nvidia's ambition to dominate the AI network space. Nvidia's strategic moves indicate a focus on building a self-reinforcing ecosystem around its technology.

Tom's Hardware•
Nvidia's DGX Spark AI mini-PC goes up for sale October 15 — 1 petaFLOP developer platform was originally slated for May

Nvidia's DGX Spark AI mini-PC goes up for sale October 15 — 1 petaFLOP developer platform was originally slated for May

Nvidia's DGX Spark AI mini-PC, initially set for a May release, will now be available for purchase starting October 15. The platform, powered by Grace Blackwell GB10, offers 128GB of shared LPDDR5X memory and up to 1 petaFLOP of AI inferencing performance. The mini-PC supports up to 200-billion-parameter models and can be connected to double memory and compute resources. Priced at $3,999, the DGX Spark's compact size, low power consumption, and CUDA stack support make it appealing for AI development despite its delayed launch.

Tom's Hardware•

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