Nvidia made history this week by becoming the world's first company to reach a $5 trillion market capitalisation but CEO Jensen Huang is already eyeing a next record. He revealed the chipmaker has secured billions in orders for its AI processors -- a level of revenue visibility that he says is unmatched in the technology industry.
“I think we are probably the first technology company in history to have visibility into half a trillion dollars [in revenue],” Huang said, referring to orders for the company’s current Blackwell generation and upcoming Rubin chips scheduled to launch next year.
At Nvidia's GTC developer conference in Washington, Huang disclosed the company has secured more than $500 billion in orders for AI chips through the end of 2026, according to Fortune.
The massive order backlog provides Nvidia with extraordinary confidence about future revenue—a level of predictability rare in the technology sector, where demand can shift rapidly and product cycles create uncertainty.
During the conference, Huang announced that Nvidia is manufacturing its Blackwell GPUs in full production at a facility in Arizona—a move he attributed to Trump's push to bring manufacturing back to the United States.
Donald Trump to discuss 'Super Duper' chip with Chinese President Xi Jinping
The potential for expanded access to China's market added momentum to Wednesday's gains. President Donald Trump said aboard Air Force One that he planned to discuss Nvidia's Blackwell chip with Chinese President Xi Jinping during their meeting Thursday in Busan, South Korea.
Trump praised the Blackwell processor as “super duper” and claimed it is “probably 10 years ahead of any other chip”.
The discussion carries enormous implications for Nvidia, which has been effectively locked out of China—previously one of its largest markets—due to US export controls and Chinese government restrictions on American chip purchases.
Huang confirmed earlier in October that the company's market share in China had plummeted from 95% to zero. The loss has cost Nvidia billions in revenue, with the company reporting only $2.8 billion from China in its most recent quarter, down from $15.5 billion in the prior period.
“I think we are probably the first technology company in history to have visibility into half a trillion dollars [in revenue],” Huang said, referring to orders for the company’s current Blackwell generation and upcoming Rubin chips scheduled to launch next year.
At Nvidia's GTC developer conference in Washington, Huang disclosed the company has secured more than $500 billion in orders for AI chips through the end of 2026, according to Fortune.
The massive order backlog provides Nvidia with extraordinary confidence about future revenue—a level of predictability rare in the technology sector, where demand can shift rapidly and product cycles create uncertainty.
During the conference, Huang announced that Nvidia is manufacturing its Blackwell GPUs in full production at a facility in Arizona—a move he attributed to Trump's push to bring manufacturing back to the United States.
Donald Trump to discuss 'Super Duper' chip with Chinese President Xi Jinping
The potential for expanded access to China's market added momentum to Wednesday's gains. President Donald Trump said aboard Air Force One that he planned to discuss Nvidia's Blackwell chip with Chinese President Xi Jinping during their meeting Thursday in Busan, South Korea.
Trump praised the Blackwell processor as “super duper” and claimed it is “probably 10 years ahead of any other chip”.
The discussion carries enormous implications for Nvidia, which has been effectively locked out of China—previously one of its largest markets—due to US export controls and Chinese government restrictions on American chip purchases.
Huang confirmed earlier in October that the company's market share in China had plummeted from 95% to zero. The loss has cost Nvidia billions in revenue, with the company reporting only $2.8 billion from China in its most recent quarter, down from $15.5 billion in the prior period.
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