Nvidia Unveils Vera Rubin AI Architecture with 66% Year-over-Year Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: NASDAQ.COM
- Architecture Launch: Nvidia unveiled its Vera Rubin AI architecture at the annual trade show in Las Vegas, marking its first extreme co-designed six-chip AI platform aimed at enhancing efficiency in data center inference and training, thereby solidifying its dominance in AI infrastructure.
- Significant Revenue Growth: In the fiscal third quarter of 2026, Nvidia reported a remarkable 66% year-over-year revenue increase, achieving a gross margin of 73.4% and earnings per share of $1.30, showcasing its strong performance in the rapidly growing AI market.
- Deepening Client Relationships: Nvidia has established strong partnerships with major tech companies like Microsoft and Amazon, and with the rollout of its vertical product lines, client engagement is expected to increase, creating higher market entry barriers for competitors.
- Future Growth Challenges: Despite a 1000% stock price increase over the past three years, the market is concerned about Nvidia's ability to sustain high growth, especially as maintaining a 50% compound annual growth rate becomes increasingly challenging with its expanding scale.
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: 183.140
Low
185.00
Averages
255.63
High
352.00
Current: 183.140
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.
