Nvidia GTC 2026: Jensen Huang Projects $1 Trillion in Orders, Unveils Vera Rubin and Teases Feynman
Jensen Huang took the stage at GTC 2026 in San Jose and laid out numbers that would have seemed absurd two years ago: Nvidia now expects $1 trillion in purchase orders between Blackwell and Vera Rubin through 2027. Last year, that projection was $500 billion.
Vera Rubin: 10x Performance Per Watt
The Vera Rubin platform is a full-stack computing system made up of 1.3 million components. Nvidia claims it delivers 10 times more performance per watt than its predecessor, Grace Blackwell. In an industry where energy consumption is becoming a critical bottleneck for AI infrastructure, that efficiency gain matters as much as raw speed.
Vera Rubin ships later this year and is built for the era of agentic AI, where applications spawn multiple agents to accomplish tasks autonomously.
Groq 3 LPU: First Chip from the $20B Acquisition
Huang unveiled the Groq 3 Language Processing Unit, the first chip from Nvidia's $20 billion acquisition of Groq last December. The LPU is designed to work alongside GPUs, optimizing for low-latency inference. A dedicated Groq 3 LPX rack holding 256 LPUs can increase tokens per watt performance of Rubin GPUs by 35 times.
"We united two processors of extreme differences, one for high throughput, one for low latency," Huang said.
Feynman and Beyond
Looking past Vera Rubin, Huang teased the Feynman architecture for 2028. It includes a new CPU called Rosa (named after Rosalind Franklin), along with new GPU, LPU, and BlueField 5 networking components. He also showed off Kyber, Nvidia's next rack architecture that integrates 144 GPUs in vertical compute trays for higher density and lower latency.
The Bigger Picture
Nvidia reported 11 straight quarters of revenue growth above 55%. Computing demand has increased "1 million times" in the last few years, according to Huang. The company is now worth roughly $4.5 trillion and projects about $78 billion in revenue this quarter alone, up 77% year over year.
The keynote also covered partnerships with Uber for autonomous ride-hailing across 28 cities by 2028, new automotive deals with Nissan, BYD, and Hyundai, and developer tooling built on the company's CUDA ecosystem.
