According to @StockMKTNewz, Nvidia CFO Colette Kress said at a UBS conference that bookings for Blackwell and Rubin AI chips total $500 billion through 2026, source: @StockMKTNewz. According to @StockMKTNewz, Kress added that this $500B figure does not include any of the work currently underway on the next part of Nvidia’s agreement with OpenAI, source: @StockMKTNewz. According to @StockMKTNewz, the disclosed bookings scope and exclusion of OpenAI-related work are trading-relevant inputs for NVDA revenue visibility and capacity planning into 2026, source: @StockMKTNewz. According to @StockMKTNewz, crypto traders tracking AI narratives may monitor this hardware demand signal when assessing sentiment around AI-related digital assets, source: @StockMKTNewz.