Nvidia says it has ‘visibility to a half a trillion dollars’ in revenue through 2026. That would make it one of America’s biggest companies

Core Insights - Nvidia has emerged as the most valuable company globally and is on track to become one of the largest companies by revenue, with annual revenue projected to exceed $203 billion for 2025, a significant increase from under $10 billion less than a decade ago [1][5]. Financial Performance - Nvidia reported Q3 revenues of $57 billion, surpassing expectations, which led to a 5% increase in share price during after-hours trading [2]. - The company anticipates approximately $350 billion in revenue from its AI chip families, Blackwell and Rubin, over the next 14 months, indicating a potential revenue of about $300 billion from these chips in the next year [5]. Revenue Breakdown - Data-center revenue, which includes Blackwell and Rubin chips, constituted 90% of Nvidia's Q3 revenue, with the remaining revenue coming from gaming GPUs and chips for robotics and automotive applications [4]. Future Projections - Nvidia's CFO indicated that the forecast of half a trillion dollars in revenue from Blackwell and Rubin is likely on the lower end, with potential for additional revenue from new deals, such as those with the Kingdom of Saudi Arabia and Anthropic [3][7]. - If Nvidia's revenue projections are realized, it would rank among the fastest-growing companies in the history of the Fortune 500, moving from No. 387 in 2017 to potentially No. 17 on the Global 500 list [6][7].