Nvidia Anticipates $500 Billion Revenue from Blackwell and Rubin by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
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Source: Yahoo Finance
- Revenue Visibility: Nvidia anticipates nearly $500 billion in combined revenue from its Blackwell and Rubin platforms from 2025 through the end of 2026, with $150 billion already shipped, indicating strong demand and growth potential in the AI market.
- Networking Business Growth: Nvidia's networking segment is generating multibillion-dollar revenues, particularly through its high-performance networking standard InfiniBand and AI-optimized Ethernet platform Spectrum-X, which are integral to global AI deployments, further solidifying its market position.
- Production Plans: The production of Nvidia's next-generation Vera Rubin platform is scheduled to ramp up in the second half of 2026, combining the new Vera CPU with the Rubin GPU to support cloud, enterprise, and physical AI workloads, showcasing ongoing technological innovation.
- Geopolitical Risks: Despite recent easing of sales restrictions in China, Nvidia remains prohibited from selling its most advanced chips to that market, posing challenges to its long-term growth, which investors need to carefully assess against potential risks and rewards.
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: 189.110
Low
185.00
Averages
255.63
High
352.00
Current: 189.110
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.
