GPU Orders

Wolfe Research: Nvidia’s $1T Orders Guidance Is a Floor, Not a Ceiling

NVIDIA (NASDAQ:NVDA) CEO Jensen Huang walked onto the GTC 2026 stage and dropped a number that stopped the room: purchase orders for the Blackwell and Vera Rubin platforms are expected to hit $1 trillion. That alone would be a headline for any company on earth. But Wolfe Research Senior Analyst Chris Caso thinks the Street ... Wolfe Research: Nvidia’s $1T Orders Guidance Is a Floor, Not a Ceiling