Jensen Huang Sees $1 Trillion in Demand: 3 AI Stocks to Buy Now

Nvidia (NVDA +1.80%) CEO Jensen Huang said at GTC 2026 that there is roughly $1 trillion of cumulative demand for Nvidia's Blackwell and Rubin chips through 2027. That's a big jump from the $500 billion worth of demand he shared a year ago.That comment arguably matters more for investors today than it did back then. Valuations across several artificial intelligence (AI) infrastructure leaders have come down in recent months, yet Huang's message is that AI demand remains strong.Nvidia is the obvious benefici ...