Nvidia jumps to high of day after CEO Jensen Huang touts more than $500 billion in flagship chip orders through 2026

Shares of Nvidia leapt to session highs after CEO Jensen Huang touted the “exceptionally” strong demand for its flagship products, noting that orders for Blackwell and early Rubin chips were above $500 billion through 2026.

That’s a lot more money in a lot less time than its Hopper GPUs have generated to date.

Revenue estimates for Nvidia’s fiscal 2026 and 2027 (which loosely map to calendar years 2025 and 2026) currently sit at a combined $486 billion.

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Lucid plans to build a privately owned autonomous car with Nvidia tech

Shares of Lucid vaulted briefly on Tuesday afternoon following the company’s announcement that it will team up with Nvidia to bring Level 4 autonomous driving to its future vehicles.

A still unnamed midsized SUV by Lucid, planned for 2026, will feature lidar and radar provided by Nvidia’s ecosystem. Ultimately, the automaker said it aims to create the “first true eyes-off, hands-off, and mind-off (L4) consumer owned autonomous vehicle.” Level 4 autonomous vehicles, like Waymo’s robotaxis, operate without human intervention.

The Nvidia partnership will also bring new automated features to Lucid’s Gravity SUV, the luxury EV maker said. Its shares rose more than 6% before losing all those gains and dipping into the red.

Lucid and Nvidia’s announcements came along with a host of other new partnerships at the chip designer’s GPU Technology Conference in Washington, DC.

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