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Nvidia forecasts $1 trillion in GPU orders by 2027, doubling previous estimates, but stock drops 7% in 2026 amid growth concerns.
Nvidia CEO Jensen Huang announced the company expects $1 trillion in GPU orders by 2027, fueled by the Blackwell and upcoming Vera Rubin platforms, doubling prior sales forecasts and exceeding Wall Street’s $950 billion estimate.
Despite the optimistic outlook, Nvidia’s stock has dropped nearly 7% in 2026 due to investor concerns over the sustainability of AI spending, rising corporate debt, and the challenge of sustaining growth at a $4.2 trillion market cap.
Analysts note that doubling the stock’s value would require a $9 trillion valuation, while potential upside remains from resumed H200 chip sales to China and strong demand across industries.
Nvidia pronostica $ 1 billón en pedidos de GPU para 2027, duplicando las estimaciones anteriores, pero las acciones caen un 7% en 2026 en medio de preocupaciones de crecimiento.