Key Points
Nvidia (NASDAQ: NVDA) has projected $1 trillion in lifetime sales from its current-generation Blackwell chips and next-generation Vera Rubin chips by the end of 2027, as stated by CEO Jensen Huang during the 2026 GTC event. Despite this ambitious forecast, the market has largely overlooked it, leading to a decline in Nvidia’s stock value.
In comparison, Nvidia’s previous forecast estimated $500 billion in lifetime sales for these chips by the end of 2026. For fiscal year 2027, analysts expect Nvidia to generate approximately $369 billion in revenue, marking a 71% increase year-over-year, with even greater sales anticipated in FY 2028. Currently, Nvidia’s stock is trading at 35 times earnings, significantly higher than the S&P 500’s average of 23.8 times earnings, indicating a market expectation of strong growth in 2026 but potentially undervaluing Nvidia’s long-term prospects.
