Nvidia Anticipates $500 Billion Revenue from Blackwell and Rubin by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
0mins
Should l Buy NVDA?
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.
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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 264.97 USD with a low forecast of 200.00 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.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
Current: 171.880
Low
200.00
Averages
264.97
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.
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- Oracle's Market Challenges: Oracle, with a market cap of $440 billion, has seen its stock drop over 52% since last September, primarily due to high spending on AI infrastructure and a debt exceeding $100 billion, raising concerns about its financial health among investors.
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- Market Recovery: Despite a pullback in tech stocks since October, Nvidia's price is poised for significant growth in the coming years, particularly as the AI computing market continues to expand.
- Rising Capital Expenditure: AI hyperscalers have announced record capital expenditure plans for 2026, with global data center spending projected to reach $3 trillion to $4 trillion annually, positioning Nvidia as a key beneficiary.
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- Revenue and Losses: The company reported $68 million in revenue for the first nine months of 2025, marking a 117% increase year-over-year; however, it also faced significant operating losses of $406 million, highlighting its challenges in achieving profitability.
- Market Capitalization Goal: For a $5,000 investment to reach $1 million, IonQ's market cap must soar from $12.5 billion to $2.5 trillion, a daunting task given that this figure is well below Alphabet's current $4 trillion market cap, indicating substantial growth hurdles.
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- Nvidia Market Performance: Nvidia's stock has surged over 700% in the past three years, pushing its market capitalization beyond $4 trillion, making it the highest-valued company globally, which underscores its dominant position in high-performance AI applications and attracts significant investor interest.
- Oracle Financial Challenges: Oracle's stock has plummeted over 52% since September, with a market cap of only $440 billion, primarily due to its substantial spending on AI infrastructure and over $100 billion in debt, raising investor concerns about its financial health.
- Revenue Growth Potential: Despite debt pressures, Oracle reported a 14% year-over-year revenue increase in Q2 FY2026 to $16.05 billion, with net income soaring 95% to $6.13 billion, indicating strong growth potential in its cloud computing and software services sectors.
- Future Outlook and Valuation: Oracle's forward price-to-earnings ratio stands at just 19.8, the lowest in over two years, and while analysts are optimistic about its future revenue projections, the company did not make the current list of top investment stocks, reflecting a cautious market sentiment regarding its potential.
See More
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- Market Overreaction: Nvidia CEO Jensen Huang argues that the sell-off in software stocks due to the introduction of AI tools is irrational, as these tools are designed to work alongside existing software rather than replace it, indicating a lack of rationality in the market's pessimism towards the software industry.
- Microsoft's Strong Performance: Microsoft has seen a 160% increase in paid users for its generative AI copilots in products like Microsoft 365, and despite a 27% drop from its high, its adjusted earnings grew by 24% in the last quarter, showcasing the company's robust performance in the AI sector.
- AppLovin's Rapid Growth: AppLovin's Axon machine learning engine provides a competitive edge in its ad tech software, and although its stock is down 52%, its earnings surged by 96% in the last quarter, indicating strong potential in the advertising technology space.
- HubSpot's Innovative Leadership: HubSpot has become the first CRM vendor to integrate its platform with three leading generative AI tools, and despite a 73% decline in stock price, its adjusted earnings increased by 22%, demonstrating its ongoing innovation capabilities in customer relationship management.
See More
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- Performance Discrepancies: While IEMG boasts a one-year return of 38.07%, significantly outperforming SPGM's 21.83%, its five-year total return of $1,100 lags behind SPGM's $1,570, indicating higher volatility.
- Holdings Structure Comparison: IEMG focuses exclusively on emerging markets with 2,672 holdings, heavily weighted in technology and financial services at 48%, whereas SPGM offers nearly 3,000 holdings, providing broader global diversification, particularly in blue-chip stocks.
- Risk and Return Trade-off: IEMG's maximum drawdown stands at -37.11%, significantly worse than SPGM's -25.92%, suggesting that while IEMG may offer higher growth potential, it also carries greater risk, making it suitable for investors with a higher risk tolerance.
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