Jensen Huang on CNBC’s “Money Movers”
Impact of Iran War on U.S. Economy, Long-Term Impact for Nat Gas, Nvidia CEO Details Guidance 3/17/26
The $1 trillion-plus Blackwell and Rubin baseline is concrete and consequential, but this brief appearance substantially duplicates Huang’s same-day CNBC discussion. Worth a quick listen for the forecast; skip the memory segment if you have already heard the “Squawk on the Street” interview.
At this point, with another 21 more months to go to the end of 2027, we already have high confidence, high confidence visibility of 1 trillion dollar plus of Blackwell and Rubin. Not anything else, just Blackwell and Rubin. And so you know, we still have 21 more months of new orders coming in. We still have all of the other things that Nvidia sells. And so I just wanted to give everybody a baseline. The ecosystem needs to know directionally where Nvidia is going,
Jensen Huang presents more than $1 trillion in cumulative Blackwell and Rubin revenue through 2027 as a baseline for Nvidia's ecosystem. He also emphasizes Nvidia's data-center memory strategy, including HBM4 and LPDDR5.