Nvidia Launches Rubin Platform, Expected to Drive Revenue Growth in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy NVDA?
Source: Fool
- Market Leadership: Nvidia has successfully secured the number one position in the AI sector due to its early focus on GPU design, with its stock price soaring 1,100% over the past three years, reflecting strong investor confidence and market demand.
- Innovation Commitment: Nvidia has pledged to update its GPUs annually, with the Blackwell architecture launched in 2024 and the Blackwell Ultra update last year generating enormous demand, contributing billions in revenue.
- Rubin Platform Launch: At CES, Nvidia announced that the Rubin platform is now in full production, integrating six chips through extreme codesign, which is expected to reduce inference token costs by 10 times while significantly improving power efficiency and uptime.
- Future Growth Potential: The launch of the Rubin platform coincides with surging demand for AI training and inference, which is anticipated to provide Nvidia with a new revenue growth driver, particularly in 2026, further solidifying its market leadership.
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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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