Jensen Huang: Future Data Centers Will Become Token Production Factories, AI Chip and Infrastructure Market Size May Reach $1 Trillion by 2027

Odaily News: On March 16 local time, at NVIDIA GTC 2026, NVIDIA founder Jensen Huang shared the company's overall vision for the future of the artificial intelligence industry: from the next-generation AI computing architecture and the data center business model in the inference era, to the software ecosystem and industry alliances built around Agents. This conference presented not just an upgrade of a single hardware product, but a complete AI infrastructure system centered on computing power. In his speech, Jensen Huang boldly made a prediction: by 2027, the market size surrounding AI chips and infrastructure could reach $1 trillion.

Furthermore, beyond technology, Jensen Huang also proposed a new narrative for the AI industry: "Data centers are factories that produce tokens; inference is the workload, tokens are the new commodity, computing power equals revenue; in the future, every CEO will need to monitor the efficiency of their token factory." In his view, the development of AI is experiencing a new inflection point. From chatbots to systems with reasoning capabilities, and then to Agents capable of executing tasks, each leap in capability significantly increases the computing power required for a single inference, while also driving rapid growth in overall usage.

Based on this trend, NVIDIA proposed a new layered model for AI services, ranging from a free tier to an Ultra tier, corresponding to different model scales, context lengths, and response speeds, and also corresponding to different token prices. Within this system, computing power infrastructure directly determines the economic feasibility of AI services, while higher-end AI services require more powerful computing platforms. (AIPress)