Nvidia Charts AI Future with $1 Trillion Data Center Projection and New Chip Roadmap

CEO Jensen Huang unveils plans for AI chips through 2027 and predicts massive growth in AI infrastructure spending despite market concerns.

Nvidia CEO Jensen Huang announced a roadmap featuring AI chips Blackwell Ultra (2025), Vera Rubin (2026), and Vera Rubin Ultra (2027).
Huang projected data center capital expenditures could surpass $1 trillion by 2028, driven by AI infrastructure growth.
Nvidia's stock rose 2% after the GTC keynote, reversing a two-day decline, while partner companies like Coherent and Amphenol saw larger gains.
Analysts remain optimistic about Nvidia's leadership in AI and its product roadmap, though macroeconomic pressures and market saturation weigh on short-term sentiment.
Nvidia's AI ecosystem is expected to create significant economic benefits for partners, with analysts estimating an $8-$10 multiplier effect per dollar spent on Nvidia chips.