For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Rubin chips won’t ship until next year, but expectations are sky-high. Analysts project Nvidia’s data center revenue to hit $237 billion by fiscal 2027, doubling its current size. By 2029, it could surpass $300 billion, growing at an average 30% annual rate, a staggering climb for a business that’s already surged sevenfold in two years.

Nvidia’s GTC 2025 is set to unveil groundbreaking advancements in AI, GPUs, and quantum computing. Industry leaders and tech enthusiasts eagerly await major announcements from this highly