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Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

What happened

Nvidia CEO Jensen Huang at GTC 2026 projected the AI inference infrastructure market to exceed $1 trillion between 2025-2027, doubling previous estimates. He announced the LPU chip will be manufactured by Samsung, shifting from pure training to inference and agentic AI focus. Neutral: This is a long-term market forecast and a new product announcement with no immediate, specific impact on current component supply, pricing, or production.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

AI AcceleratorLPU

Nvidia Samsung Electronics

market-forecastproduct-launch

Source and time

Source: DigiTimes Asia · 3/16/2026 · View original source

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Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

What happened

Impact and signal

Affected components and suppliers

Source and time

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