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Nvidia GTC: Are trillion-dollar orders signaling a new computing era?

CEO Jensen Huang doubled $NVIDIA (NVDA.US)$ 's revenue guidance to $1 trillion through 2027 as the Vera Rubin platform enters full production. The company confirmed it is resuming AI chip shipments to China and launched the Agent Toolkit to capture the burgeoning autonomous agent market.
1. Inference demand is hitting an inflection point. Is the $NVIDIA (NVDA.US)$ $1 trillion outlook still too conservative?
2. $NVIDIA (NVDA.US)$ is restarting China-specific chip shipments. Have geopolitical headwinds been fully de-risked?
CEO Jensen Huang doubled $NVIDIA (NVDA.US)$ 's revenue guidance to $1 trillion through 2027 as the Vera Rubin platform enters full production. The company confirmed it is resuming AI chip shipments to China and launched the Agent Toolkit to capture the burgeoning autonomous agent market.
1. Inference demand is hitting an inflection point. Is the $NVIDIA (NVDA.US)$ $1 trillion outlook still too conservative?
2. $NVIDIA (NVDA.US)$ is restarting China-specific chip shipments. Have geopolitical headwinds been fully de-risked?
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