Nvidia Achieves Full Production of Rubin Architecture Six Months Ahead of Schedule
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Source: NASDAQ.COM
- Production Ahead of Schedule: Nvidia's Rubin architecture has reached full production six months ahead of the original target for the second half of 2026, which will help alleviate the AI chip shortage and meet the urgent demands of cloud computing customers.
- Significant Cost Efficiency: The new architecture's six chips deliver a 10x reduction in inference token costs and a 4x reduction in the number of GPUs needed to train MoE models, significantly enhancing AI training efficiency and strengthening Nvidia's competitive position in the market.
- Strong Market Demand: With Microsoft's Azure cloud service experiencing a 40% year-over-year growth, the demand for Nvidia's AI chips remains robust, expected to drive sales and revenue growth, further solidifying its market position.
- Attractive Investment Opportunity: Nvidia's stock trades at a compelling 25 times next year's expected sales, and despite fierce market competition, it is viewed as an attractive investment opportunity, reflecting investor confidence in its future growth.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 184.860
Low
185.00
Averages
255.63
High
352.00
Current: 184.860
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
