From Yahoo Finance · · 50s
Nvidia Sales Double in 2027
Nvidia CEO says chip sales will double by 2027 with Vera Rubin platform driving growth.
In brief
Nvidia CEO says chip sales will double by 2027 with Vera Rubin platform driving growth. Nvidia expects chip sales to double in 2027 due to Vera Rubin platform's $40 billion per-gigawatt revenue opportunity. Originally reported by Yahoo Finance.
Nvidia Sales Projection
Nvidia CEO Jensen Huang confirmed chip sales will double in 2027 compared to 2026.
“Customers' forecasts point to our growth doubling next year”
Vera Rubin Platform
Vera Rubin platform offers $40 billion per-gigawatt revenue versus Blackwell's $25 billion.
Supply Obligations
Nvidia's supply obligations swelled to $279 billion with AI cloud partners guaranteeing $108.5 billion.
AI Infrastructure Demand
Sovereign AI revenue grew 35% sequentially and tripled year over year with 12 gigawatts of compute.
Analyst Revisions
Analyst consensus EPS for fiscal 2028 jumped from $13 to $16 with 39 upward revisions.
Stock Performance
Nvidia shares rose 2% to $219 after CEO's doubling sales projection announcement.
At a glance
Nvidia expects chip sales to double in 2027 due to Vera Rubin platform's $40 billion per-gigawatt revenue opportunity.
