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NVIDIA is projecting a sharp rise in AI chip demand through 2027 as it expands its Blackwell and Vera Rubin lineup. The company is also coming off a strong fiscal 2026, with revenue growth led by its data center business. At the same time, investors are watching China shipments, new partnerships, and ownership trends for signs of the next phase of growth.
NVIDIA said at its 2026 GTC event that lifetime orders for its Blackwell and Vera Rubin AI chips could reach $1 trillion through 2027. That figure is double the $500 billion projection it gave a year earlier. The company said the estimate covers those chip platforms only, not its full product range.
CEO Jensen Huang tied that forecast to continued spending by cloud firms and enterprise customers building AI infrastructure. NVIDIA also said the Vera Rubin platform is set for release in the second half of 2026. That timing could add another product cycle before the end of the 2027 window.
The new forecast comes as NVIDIA keeps pushing its position in advanced AI hardware. Blackwell is already central to its current server strategy, while Vera Rubin is expected to extend that lineup. As a result, the company is framing the next two years around large-scale AI compute demand.
NVIDIA reported fiscal 2026 revenue of $215.9 billion, up 65% from the prior year. In the fourth quarter alone, revenue rose 73% year over year to $68.1 billion. The data center unit remained the main driver, generating $62.3 billion in Q4, also up 75%.
The company also projected fiscal first-quarter 2027 revenue of $78 billion. In addition, it said adjusted gross margin remains above 75%. Those figures show that demand for NVIDIA’s AI products is still strong and that pricing remains firm.
Quarterly earnings also beat expectations. NVIDIA posted earnings per share of $1.62, ahead of the $1.54 consensus estimate. Revenue of $68.13 billion also came in above the expected $65.56 billion. Net margin stood at 55.6%, while return on equity reached 97.37%.
China remains a key area for the next quarter. After a US export ban disrupted sales, NVIDIA recently received approval to ship H200 chips to China again. Manufacturing has started, and analysts expect deliveries to begin in the second quarter.
This matters because China previously accounted for about 13% of NVIDIA’s revenue. A return to that market could support near-term sales, especially as demand for AI infrastructure remains high across several regions.
NVIDIA is also adding new partnerships as it tries to widen its reach. One of them is a deal with Nokia focused on 6G telecom applications. The company has also been linked to fresh AI infrastructure activity, including stronger H100 rental pricing and deeper ties in its partner network.
Institutional support for NVIDIA remains strong. Net Worth Advisory Group raised its stake by 24.2% in the fourth quarter to 38,439 shares. The position was valued at $7.17 million in its latest filing, and NVIDIA now makes up about 1.4% of that firm’s portfolio.
More broadly, institutional investors own 65.27% of NVIDIA’s stock. Analysts also continue to rate the company positively. Based on the figures provided, the stock carries a consensus “Buy” rating and a consensus target price of $275.25.
Still, there are risks around that outlook. Export rules could tighten again, and Chinese firms such as Huawei are advancing in the local market. Insider selling may also stay on watch after company insiders sold 1,401,616 shares worth about $253.6 million over the last 90 days.
NVIDIA shares opened at $177.39 on Friday. The stock remains below its 50-day moving average of $182.41 and its 200-day moving average of $184.17.
This leaves investors balancing strong AI demand and revenue growth against competition, policy risk, and valuation pressure.
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