Catalyst Event
NVIDIA Corporation (NVDA) · Other
From KEDI Global AI Semiconductor Index (KGAIS)
3/16/2026, 12:00:00 AM
At the GTC 2026 conference on March 16, 2026, CEO Jensen Huang provided a major update, stating the company has visibility into $1 trillion in cumulative orders through 2027 for its Blackwell and Rubin platforms, doubling the $500 billion forecast from late 2025. The company also provided a deep dive into its next-generation 'Vera Rubin' AI platform. A high price impact (>10%) is estimated due to the massive order visibility, scheduled.
Korean Translation
2026년 3월 16일 GTC 2026 컨퍼런스에서 CEO 젠슨 황은 블랙웰 및 루빈 플랫폼에 대해 2027년까지 1조 달러의 누적 주문을 확보했다고 발표했으며, 이는 2025년 말 전망치인 5,000억 달러에서 두 배 증가한 수치임. 또한 차세대 '베라 루빈' AI 플랫폼에 대한 상세 정보를 공개함. 대규모 주문 확보에 따른 10% 이상의 주가 영향이 예상되며, 해당 행사는 2026년 3월 16일 진행될 예정됨.
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