Nvidia bets on AI inference with $1T revenue opportunity at GTC

At its GTC conference, Nvidia CEO Jensen Huang announced a major push into inference computing, combining Vera Rubin chips with Groq technology licensed for $17 billion, targeting real-time AI serving. Companies including OpenAI, Anthropic and Meta are shifting from training to user-facing inference, driving Nvidia's projected $1 trillion chip revenue opportunity through 2027. This marks the 'inference inflection' and accelerates large-scale AI deployment infrastructure beyond training dominance.