
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF (http://bit.ly/3vTiACF). Nvidia, the company at the center of an explosive build-out of AI computing, expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027.The company had previously forecast that the chips would bring $500 billion in sales by the end of 2026. The latest forecast, delivered by Chief Executive Officer Jensen Huang during the company’s GTC event, extends the outlook. The forecast underscores the scale of Nvidia’s business, which has been supercharged by demand for chips that develop and run AI models. But the cumulative figure doesn’t suggest a tremendous acceleration in sales growth. After initially rising as much as 4.8%, the shares soon pared their gains on Monday.A flood of spending on AI chips has turned Nvidia into the world’s most valuable company. But investors have sought more evidence that the market’s growth remains on track. Nvidia is also facing mounting competition from rivals like Advanced Micro Devices Inc., as well as its own customers attempting to produce in-house chips to handle AI. The company has accelerated its technology development in recent years. Nvidia tries to replace its entire product lineup on an annual basis while adding new components. The next design of its flagship AI processors, appearing in systems in the second half of 2026, is called Vera Rubin. The lineup is named for the pioneering astronomer whose observations provided evidence supporting the existence of dark matter. Today's show features: Ed Ludlow, Bloomberg Tech Co-Host Marc Champion, Bloomberg Opinion International Affairs Columnist Catherine Owen Adams, Acadia CEO Drive to the Close with Aaron Mulvihill, JPMorgan Asset Management Executive Director & Global Alternatives Strategist See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors. Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Listen to more of Bloomberg Businessweek: https://youtube.com/playlist?list=PLe4PRejZgr0NDtGW4nghKtCxl6SCdFJfq #Bloomberg #Podcast #News #Businessweek Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake For coverage on news, markets and more: http://www.bloomberg.com/video

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