Nvidia CEO $1 trillion backlog comment ‘a stunner,’ says Wedbush

Wedbush believes the speech today from Nvidia (NVDA) CEO Jensen Huang reinforced the company’s position “at the top of the AI demand curve for 2026 and beyond.” Huang made clear that the “AI Revolution is accelerating, not decelerating, despite the market noise,” the analyst tells investors in a research note. Wedbush believes the CEO “raised the bar significantly” by announcing Nvidia now sees $1 trillion in Blackwell and Rubin revenue opportunity through 2027, building on the $500B announced in October. Demand strength “is coming from every direction,” the firm points out. It calls the $1 trillion backlog guidance at “stunner.”

Claim 55% Off TipRanks