Nidio's (NVDA) CEO Jensen Huang has updated his updated revenue outlook for the company, predicting an incremental revenue opportunity of over $1 trillion from its robust Blackwell and Vera Rubin platforms through 2027. The company's response to the GTC event was mostly positive, with stock trading up 1.6% and closing at $183.22. Wedbush's veteran tech analyst Dan Ives, one of Nvidia’s most outspoken bulls, hailed the keynote as a major confidence boost for investors, stating that the company remains “alone at the top of the AI mountain.” Ives also highlighted the company's focus on AI inference as the next $1 billion opportunity, shifting the narrative from training large language models to always-on AI workloads like agents and copilots. As of March 17, 2026, Huang's GTC 2026 event is still underway, but Huang's keynote and first day of announcements have already made its AI dominance clear. The Vera Rubin platform, a full AI factory that combines GPUs, CPUs, NVLink, BlueField-4 STX, and more to lower cost-per-token and drive greater efficiency, was highlighted.