Nvidia Predicts Rubin Platform Launch in 2026, Stock to Outperform Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- China Market Recovery: Nvidia anticipates shipping its H200 chips to China early this year, recovering from a $1 billion loss due to export controls last year, with market opportunities projected to reach hundreds of billions in the coming years, indicating strong demand and market potential.
- Surge in AI Infrastructure Spending: CEO Jensen Huang predicts AI infrastructure spending will reach $3 trillion to $4 trillion by 2030, and as cloud service providers increase their spending, Nvidia is expected to reinforce its market leadership and be a primary beneficiary.
- Partnerships and Technology Acquisitions: Nvidia is expanding its AI reach through partnerships, such as with Nokia, and acquiring key technology from Groq, with expectations of signing more similar deals in 2026 to strengthen its technological capabilities.
- Rubin Platform Update: Nvidia is set to launch the Rubin platform in 2026 as promised, and despite potential challenges, the company’s successful rollout of the Blackwell platform suggests a smooth process ahead, further advancing its technological progress.
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: 185.040
Low
185.00
Averages
255.63
High
352.00
Current: 185.040
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.
