NVIDIA expects $1 trillion in cumulative orders for its Blackwell and Vera Rubin platforms through 2027. The company officially launched the Vera Rubin platform at its GTC 2026 conference to power large-scale AI factories. Amazon Web Services will purchase 1 million AI chips and related products by the end of 2027.
The company reported Q4 fiscal year 2026 revenue of $68.1 billion. Management issued revenue guidance of $78.0 billion for the first quarter of fiscal 2027.
Analysts reacted with a mix of raised price targets and caution regarding competition from proprietary cloud provider chips. Some market observers questioned if this forecast signals a peak for the sector.