Nvidia has projected a $500 billion revenue pipeline for its AI chips through 2026, fueled by strong demand for its Blackwell and Rubin accelerators. The company reports significant orders from cloud hyperscalers, sovereign AI programs, and enterprise data centers, despite facing challenges in China due to export controls and fluctuating demand. Additionally, Nvidia anticipates that global spending on AI infrastructure could soar to $3–4 trillion annually by the decade's end, underscoring the rapid growth and investment in AI technologies worldwide.