NVIDIA's Jensen Huang initially gave an optimistic statement about the revenue from the Blackwell and Rubin AI lineups; however, the firm's finance team has since clarified it.
NVIDIA's Jensen Huang Got a "Little Too Excited" While Quoting the Optimism Around Blackwell + Rubin AI GPUs
NVIDIA's GTC 2025 conference was full of exciting announcements by Jensen & Co., but more importantly, the firm provided an outlook on how its recent Blackwell lineup and the upcoming Rubin series are expected to perform on the revenue front. At the GTC keynote, NVIDIA's CEO revealed that Blackwell and Rubin alone are anticipated to outsell the Hopper generation by five times, projecting to achieve $500 billion in revenue from Blackwell + Rubin in the next five quarters. The statement was initially viewed with skepticism; however, it has now been corrected by NVIDIA's team.
According to NVIDIA, the $500 billion figure quoted by Jensen Huang isn't entirely wrong, but the amount factors in "total cumulative shipments" of Blackwell + Rubin products over 2025–2026, and it also includes networking products like NVIDIA's InfiniBand and NVLink, which have played a decent part in the firm's overall revenue sources. Interestingly, 30% of the projected demand has already been shipped out, which means that Blackwell shipments accounted for $100 billion in revenue this month. Over the next five quarters, the revenue is expected to be $307 billion, which is lower than what Jensen claimed on stage.
Of course, this is still a massive achievement for NVIDIA, given that the Blackwell generation has been a popular choice among clients, driven by the performance and efficiency figures the lineup offers. More importantly, Rubin is expected to be a crucial product for Team Green in terms of scaling up compute capacity, and NVIDIA's CEO managed to show us the Vera Rubin Superchip for the first time, featuring the ARM-based Vera CPUs and Rubin chiplets.
The Hopper generation is seen as a foundation for the AI frenzy, and it appears that both Blackwell and Rubin AI lineups are expected to build upon the demand from the previous generation, according to what Jensen and the NVIDIA team have disclosed.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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