New Delhi, March 20 -- It was hardly surprising that this week's headlines were dominated by announcements from Nvidia GTC. After all, Nvidia Corp. is the world's most valuable company, with a market capitalisation hovering at $4.4 trillion.

Taking the stage in his trademark black leather jacket, co-founder and CEO Jensen Huang laid out an audacious vision: Nvidia could generate as much as $1 trillion in annual revenue by 2027 from AI chip sales alone, doubling his earlier $500 billion forecast for 2026.

Huang's confidence rests on a staggering premise that demand for compute has surged a million-fold over the past two years. That explosion, he argues, will drive cumulative purchase orders for Nvidia's current Blackwell chips and its ne...