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Nvidia just made one of its boldest AI predictions yet. At GTC 2026, CEO Jensen Huang said the company now expects $1 trillion in AI chip demand by 2027, doubling its previous outlook of around $500 billion shared just months ago. The updated forecast highlights the accelerating pace of AI infrastructure spending, as major companies continue investing heavily in data centers, machine learning, and next-generation computing. Analysts quickly reacted to the announcement. Deepwater’s Gene Munster said the new outlook could push Nvidia’s future revenue above Wall Street expectations, while others described the shift as “absolutely wild.” Jim Cramer also pointed out how quickly the demand forecast doubled, signaling just how fast the AI market is evolving. However, there are potential risks. Reports suggest Nvidia’s next-generation Rubin platform could face production delays due to supply constraints, raising questions about whether the company can fully meet this surge in demand. W...

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