Nvidia: $1T in Blackwell + Rubin orders through 2027. Groq LPU pushes 35x tokens-per-watt.

Jensen Huang's GTC keynote raised projected Blackwell + Rubin orders from $500B to $1T through 2027. Nvidia also unveiled the Groq 3 LPU — a 35x tokens-per-watt boost when paired with Rubin GPUs.