Nvidia CEO projects $1T in AI chip sales through 2027 as GTC keynote lifts AI tokens
Jensen Huang unveiled new products and a deeper CPU push at GTC, while AI-linked crypto names posted double-digit gains
Nvidia CEO Jensen Huang said the company expects its flagship AI processors to generate $1 trillion in sales through 2027 during a keynote at Nvidia’s GTC developer conference on March 16. In the same presentation, he unveiled new products, outlined a deeper move into CPUs, and discussed chips aimed at data centers in outer space. AI-linked crypto tokens including NEAR, FET, GRASS and Worldcoin’s WLD gained more than 10% during the day as the keynote circulated across markets.
Huang’s $1 trillion projection landed as Nvidia continues to set the tempo for AI infrastructure spending, a theme that has increasingly bled into crypto narratives around decentralized compute, agent tooling, and tokenized coordination. For crypto traders, the immediate read-through was not about a protocol upgrade or a new chain launch. It was about whether the next leg of AI capex remains intact, and which onchain projects can credibly attach themselves to that demand.
The forecast was delivered during a roughly 2 1/2-hour keynote at GTC, Nvidia’s largest annual event. Alongside the revenue outlook, Huang introduced a slate of new products and said Nvidia plans to push further into central processing units, stepping more directly into Intel’s core market.
He also introduced semiconductors built with technology Nvidia acquired from startup Groq. Nvidia said it is developing chips intended for data centers in outer space, extending its pitch that AI infrastructure will expand into new operating environments.
In crypto markets, several AI-themed tokens moved sharply higher during the session. NEAR rose more than 10% over 24 hours and reached its strongest level since late January, while Artificial Superintelligence Alliance’s FET climbed as much as 20% intraday before paring gains. Grass (GRASS) gained 13% to new 2026 highs, and Worldcoin’s WLD rose about 10% to around $0.40.
Huang’s keynote framed the demand outlook as a backlog through 2027, with hyperscale cloud providers accounting for about 60% of Nvidia’s business. Even without explicit crypto references in the speech, the combination of a multi-year demand target and product expansion helped reinforce Nvidia’s role as a bellwether for the broader AI trade.
The presentation also spotlighted agentic AI tooling. Huang praised the viral OpenClaw project and said Nvidia worked to adapt it into an enterprise-focused version called NemoClaw, designed to make autonomous agents safer for corporate use without exposing sensitive data.
Nvidia shares initially rose about 2% during the keynote before giving back some of the move, ending the day up roughly 1.5%.
What remains unresolved is how much of the AI-token rally can be sustained without clearer evidence that agentic systems will translate into onchain transaction volume or durable demand for decentralized compute. The next concrete milestone for markets is whether Nvidia’s product roadmap and hyperscaler ordering patterns continue to support the company’s stated through-2027 demand outlook.
