E230 | Behind the $1 trillion revenue forecast: NVIDIA's peak and weak spots

Jensen Huang said at GTC that NVIDIA expects at least $1 trillion in cumulative orders for Blackwell and Vera Rubin by the end of 2027, above the roughly $600B global semiconductor market in 2024 cited in the episode. The discussion adds that Vera Rubin launched 7 chips at once, NVL72 delivers 10x inference efficiency over Blackwell, cuts cost per token to one-tenth, and improves token per watt by 35x; the real constraint discussed is CoWoS, HBM4, and power capacity, not demand alone.

Why it matters: This is a solid GTC follow-up, not a pure keynote recap. HKR-H comes from the '$1T vs weak spots' frame, HKR-K from concrete figures and bottleneck details, and HKR-R from infra-cost and supply-chain nerves; featured, but not p1, because it is commentary rather than a new product