Blackwell

• Nvidia CEO Jensen Huang announced expectations of at least $1 trillion in demand for its Blackwell and Rubin AI systems through 2027, doubling from $500 billion projected through 2026. • This projection signals over 100% annual sales growth for Nvidia amid booming data center demand. • The forecast underscores AI's role in driving U.S. tech sector expansion and GDP growth, with analysts citing non-inflationary productivity gains.

• NVIDIA CEO Jensen Huang announced at GTC in San Jose a forecast of $1 trillion in sales from Blackwell and Rubin chips by late 2027, doubling the prior $500 billion estimate through 2026. • The company unveiled a new inference system generating 700 million tokens per second, 350 times faster than the Hopper generation, to counter custom chips from competitors like Google. • NVIDIA's DRIVE platform for robotaxis, valued at $1.2 trillion by Morgan Stanley, is adopted by Uber and BYD, with Uber's fleet launching in 2028; data center revenue hit $192 billion last year, up 66%.

• Nvidia announced at GTC 2026 that it has locked in $1 trillion in orders for its Blackwell and Vera Rubin chips through 2027, far exceeding annual revenue and signaling massive AI infrastructure investment across the industry. • Major hyperscalers including Amazon, Microsoft, and Google have significantly ramped up investments in AI data centers and infrastructure, competing to build massive language models and prepare for exponential growth in AI workloads. • Blackwell chips have already begun shipping while Vera Rubin is positioned to deliver major boosts to AI training and inference performance, addressing the current AI infrastructure race among tech giants.

ByteDance is working with Aolani to deploy approximately 500 Nvidia Blackwell computing systems in Malaysia, comprising roughly 36,000 of Nvidia's most advanced B200 chips, according to reports citing people familiar with the matter. The hardware deployment is valued at more than $2.5 billion and represents a significant effort by the Chinese tech giant to access top-tier AI processors despite US export restrictions. ByteDance's AI portfolio includes Dola chatbot, Dreamina video creation tool, Gauth homework assistant, and Seedance video generation model, which has gained attention for its ability to convert written scripts into realistic short film scenes. The move underscores ongoing tensions around US-China tech competition and export controls on advanced semiconductor technology.