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Nvidia is expanding its empire

Source: economist.com

Nvidia is aggressively expanding beyond chips into AI factories, networking, robotics, and healthcare to dominate the trillion-dollar AI market.
At GTC 2026, CEO Jensen Huang unveiled the Rubin platform in full production, with $500 billion revenue visibility through 2026 from Blackwell and Rubin.
Projections hit $1 trillion computing demand by 2027, fueled by hyperscalers (60% of revenue) and new frontiers like space and agentic AI labs.

Nvidia's empire is growing fast as it shifts from selling GPUs to building complete AI systems, including networking gear and software stacks that power data centers. This vertical integration locks in customers and crushes rivals, turning AI hype into massive revenue. It matters because Nvidia is betting big on a world where every industry runs on its tech, from robots to drug discovery.