Nvidia expects to sell $1 trillion in AI chips through 2027 — and it's pushing further into inference

Tech Insider : Business, Technology
Nvidia cofounder and CEO Jensen Huang onstage in a shiny black jacket with bright lights behind him.
Nvidia cofounder and CEO Jensen Huang

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Cerebras CEO Andrew Feldman, Nvidia CEO Jensen Huang, and AMD CEO Lisa Su
Cerebras CEO Andrew Feldman, Nvidia CEO Jensen Huang, and AMD CEO Lisa Su.

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Nvidia CEO Jensen Huang speaking at an event.
Nvidia cofounder and CEO Jensen Huang.

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Greg Brockman, wearing a black leather jacket and a blue shirt, is standing on stage giving a speech. His hands are both splayed to his left.
Greg Brockman, OpenAI's President, reflected on the tktk-day period when CEO Sam Altman was removed from his duties.

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Gruve cofounder and CEO Tarun Raisoni, wearing a blue blazer and standing in front of a brown padded wall, with his hands in front of him.
Gruve cofounder and CEO Tarun Raisoni

Gruve

AI has been all about GPUs. That's changing fast.

Tech Insider : Business, Technology
Nvidia founder and CEO Jensen Huang speaks during Nvidia Live at CES 2026 ahead of the annual Consumer Electronics Show in Las Vegas, Nevada, on January 5, 2026. (Photo by Patrick T. Fallon / AFP via Getty Images)
Nvidia CEO Jensen Huang

Patrick T. Fallon / AFP via Getty Images

'Let chaos reign': AI inference costs are about to plummet

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Nvidia might actually lose in this key part of the AI chip business

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Jensen Huang wih Nvidia hardware

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  • Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
  • Inference computing demand will increase as AI matures.
  • Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.

In AI hardware circles almost everyone is talking about inference.

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