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

Odaily Planet Daily reports that on March 16th, local time, at NVIDIA GTC 2026, NVIDIA founder Jensen Huang shared the company’s overall vision for the future of the AI industry: from next-generation AI computing architectures and data center business models for inference, to software ecosystems and industry alliances centered around Agents. This year’s conference showcased not just hardware upgrades, but a complete AI infrastructure system built around computing power. During his speech, Huang boldly made a prediction: by 2027, the market size for AI chips and infrastructure could reach $1 trillion.

In addition to technology, Huang also proposed a new narrative for the AI industry: “Data centers are factories that produce tokens; inference is the workload, tokens are new commodities, and computing power equals revenue; in the future, every CEO will need to monitor the efficiency of their token factories.” He believes that AI development is reaching a new inflection point. From chatbots to reasoning-capable systems, and to task-executing Agents, each leap in capability significantly increases the computing power required for single inferences and also drives rapid growth in overall usage.

Based on this trend, NVIDIA introduced a new layered AI service model, ranging from a free tier to an Ultra tier, corresponding to different model sizes, context lengths, and response speeds, as well as different token prices. In this system, computing infrastructure directly determines the economic viability of AI services, while higher-end AI services require more powerful computing platforms. (AIPress)