Jensen Huang just doubled NVIDIA's demand forecast

Jensen Huang just doubled NVIDIA's demand forecast to $1 Trillion through 2027

Then spent two hours explaining why that number is conservative…

Here's everything today from GTC:

- NemoClaw: NVIDIA's open-source enterprise AI agent stack built around OpenClaw. Jensen called… pic.twitter.com/RO67Qnp6C1

— Josh Kale (@JoshKale) March 16, 2026

所有跟帖： 

• 花街FY27revenue预期本来就是4700亿，现在老黄其实是说FY27是5000亿 -三心三意- ♂ (0 bytes) () 03/16/2026 postreply 15:46:32

• 所以并没有1万亿那样离谱，但还是确认了明年的业务 -三心三意- ♂ (0 bytes) () 03/16/2026 postreply 15:47:45

• 即使这样，也是很好的业绩，目前的价格也不高。 -桃花源里人家- ♂ (0 bytes) () 03/16/2026 postreply 18:24:38

• 是这样的。 net net， investment thesis stay untouched -三心三意- ♂ (0 bytes) () 03/16/2026 postreply 19:14:00