Jensen Huang Sees $1 Trillion in Demand: 3 AI Stocks to Buy Now
View original at nasdaq.comJensen Huang Sees $1 Trillion in Demand: 3 AI Stocks to Buy Now Key Points Nvidia CEO Jensen Huang sees cumulative demand for Blackwell and Rubin chips reaching $1 trillion through 2027…
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There was $500 billion worth of demand for Nvidia chips a year ago
60% confidenceThere is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027
60% confidenceNvidia remains one of the top AI stock holdings for hedge funds
60% confidenceThere is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027
60% confidenceAnalysts expect Nvidia earnings to grow at 22 times this year's earnings and 17 times next year's consensus earnings estimate
60% confidenceStock Advisor's total average return is 898% compared to 183% for the S&P 500
60% confidenceDemand was $500 billion worth a year ago
60% confidenceDemand for AI services exceeded AWS data center capacity during 2025
60% confidenceOpenAI's recent partnership with AWS could drive enormous consumption of cloud computing
60% confidenceOpenAI's recent partnership with AWS could drive enormous consumption of cloud computing
60% confidenceAI demand remains strong
60% confidencePrevious year's demand estimate was $500 billion
60% confidencePrevious year's demand forecast was $500 billion worth of demand
60% confidenceNvidia remains one of the top AI stock holdings for hedge funds
60% confidenceStock Advisor's total average return is 898%, compared to 183% for the S&P 500
60% confidenceNvidia is one of the top AI stock holdings for hedge funds
60% confidenceAnalysts expect Amazon earnings to grow 18% annually in the coming years
60% confidenceOpenAI's partnership with AWS could drive 'enormous consumption' of cloud computing
60% confidenceOpenAI's partnership with AWS could drive enormous consumption of cloud computing
60% confidenceThere is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027
60% confidenceThe 10 best stocks for investors to buy now do not include Nvidia
60% confidenceAWS left some revenue on the table during 2025, as demand for AI services exceeded the capacity of its data centers
60% confidenceCUDA is the key piece of Nvidia's moat
60% confidenceThere is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027
60% confidenceAnalysts expect Dell earnings to grow at an annualized rate of 15% in the next several years
60% confidence
Data points we hold from this source
| Amazon Web Services · profit contribution | 50 percent |
| Dell Technologies · pe ratio forward | 12 ratio |
| Dell Technologies · earnings growth forecast | 15 percent |
| Dell Technologies · forward pe ratio | 12 ratio |
| Dell Technologies · expected earnings growth | 15 percent_annual |
| Dell Technologies · ai server revenue | 9 USD |
| Dell Technologies · infrastructure revenue | 61 USD |
| Dell Technologies · infrastructure revenue | 61 USD |
| Dell Technologies · ai server revenue | 9 USD |