Nvidia's New AI System Vera Rubin Set to Launch
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy NVDA?
Source: Newsfilter
- Significant Performance Boost: Nvidia's upcoming AI system, Vera Rubin, is set to launch in the second half of 2026, delivering a tenfold performance increase per watt despite consuming twice the power of its predecessor, a crucial advancement amid rising energy consumption concerns.
- Global Supply Chain Integration: Comprising 1.3 million components, Vera Rubin's core chips include 72 GPUs and 36 CPUs primarily manufactured by TSMC, with additional parts sourced from over 80 suppliers across 20 countries, enhancing Nvidia's competitive edge through a robust global supply chain.
- Intensifying Market Competition: While Nvidia dominates the AI processor market, it faces fierce competition from AMD, Broadcom, and Google, with plans to manufacture up to $500 billion in AI infrastructure, further solidifying its market position.
- Diverse Customer Demand: Major clients like Meta, OpenAI, Amazon, Google, and Microsoft are expected to adopt Vera Rubin, and although customers are seeking diversified supply sources, Nvidia's technological advantages and innovation capabilities will remain key to maintaining its market leadership.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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- Strong Earnings Report: Nvidia reported total revenue of $215.9 billion for fiscal year 2026, marking a 65% year-over-year increase, which underscores the company's robust growth potential in the AI chip market and solidifies its market leadership.
- Surging Order Forecast: CEO Jensen Huang indicated that Nvidia expects approximately $1 trillion in purchase orders for its Blackwell and Vera Rubin chips by 2027, doubling last year's forecast of $500 billion, signaling sustained strong demand for AI chips.
- Future Revenue Expectations: Nvidia anticipates first-quarter revenue of $78 billion for fiscal year 2027, representing an almost 77% increase compared to the same period last year, reflecting strong growth potential in the Agentic AI applications sector, which will further drive demand for AI chips.
- High Market Valuation: Despite Nvidia's forward P/E ratio of 30, significantly above the average of 20.9 for the tech sector, investors believe the premium is justified given the company's outstanding financial results and its position in a rapidly growing market.
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- Investment Potential: Investing $10,000 in SPYM today could grow to $80,768 in 20 years, $386,966 in 35 years, and ultimately exceed $1 million in 45 years, showcasing its potential as a wealth-building tool for investors.
- Low Fee Advantage: With an expense ratio of just 0.02%, SPYM offers a significantly lower cost compared to industry averages, allowing investors to gain broad exposure to the S&P 500 index while enhancing their overall investment returns.
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- Strong Earnings Report: Nvidia reported total revenue of $215.9 billion for fiscal year 2026, marking a 65% year-over-year increase, which underscores the company's robust growth potential in the AI chip market and solidifies its market leadership.
- Surging Order Forecast: CEO Jensen Huang indicated that Nvidia expects approximately $1 trillion in purchase orders for its Blackwell and Vera Rubin chips by 2027, doubling last year's forecast of $500 billion, signaling sustained strong demand for AI chips.
- Future Revenue Expectations: Nvidia anticipates first-quarter revenue of $78 billion for fiscal year 2027, representing an almost 77% increase compared to the same period last year, reflecting strong growth potential in the Agentic AI applications sector, which will further drive demand for AI chips.
- High Market Valuation: Despite Nvidia's forward P/E ratio of 30, significantly above the average of 20.9 for the tech sector, investors believe the premium is justified given the company's outstanding financial results and its position in a rapidly growing market.
See More
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- Return on Investment: The State Street SPDR Portfolio S&P 500 ETF has delivered an average annual return of 15.5% over the past decade, significantly outperforming the long-term average of 10% for the S&P 500, indicating strong performance amidst market fluctuations and suitability for long-term investors.
- Cost Advantage: With an expense ratio of only 0.02%, the fund allows investors to gain exposure to a diversified portfolio of 500 large-cap U.S. stocks at a minimal cost, thereby enhancing net returns and increasing its attractiveness to investors.
- Wealth Growth Potential: Investing $10,000 in SPYM today could grow to $80,768 after 20 years at an 11.01% annual return, reaching $386,966 after 35 years, and potentially exceeding $1 million after 45 years, showcasing its substantial long-term investment potential.
- Core Investment Choice: As a low-fee stock index fund, SPYM is well-suited as a core asset for building a long-term investment portfolio, although analysts note that there are currently 10 other stocks that may offer higher returns, prompting investors to choose wisely.
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- Algorithm Efficiency Boost: Google's TurboQuant algorithm reduces memory usage by at least 6x and delivers up to 8x speedup with zero accuracy loss, potentially decreasing memory demand by 83%, thereby redefining AI efficiency.
- Market Reaction: Following this announcement, shares of memory chipmakers Micron Technology and Sandisk fell by 10% and 14%, respectively, as investors feared a significant drop in demand, reflecting market panic over Google's AI breakthrough.
- Historical Insight: The Jevons Paradox suggests that increased efficiency in resource use can lower costs and subsequently increase demand; historical examples, such as improved fuel efficiency in cars leading to higher fuel consumption, indicate that current market fears may be overstated.
- Analyst Perspective: Mizuho analyst reiterated outperform ratings on Micron and Sandisk, positing that TurboQuant's performance improvements will drive further AI adoption and strengthen demand for memory chips, despite potential short-term price pressures.
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- Surge in Ocean Monitoring Demand: The closure of the Strait of Hormuz has disrupted global oil and petroleum supply chains, prompting the U.S. and allies to invest in modern defense technologies to ensure free ocean passage, thereby stabilizing global trade.
- Kraken Robotics Order Growth: Kraken Robotics achieved a 60% year-over-year revenue growth in Q3 2025, reaching CAD 31 million, bolstered by its leading position in the underwater drone battery market, with a $24 million battery order in March further driving rapid revenue growth.
- Acquisition Expands Market Share: Kraken Robotics announced the acquisition of Colvya Group for $615 million, enhancing its capabilities in underwater navigation systems, with combined revenues projected to reach $365 million in 2025, solidifying its market position.
- Shareholder Dilution and Future Growth: Although Kraken Robotics raised hundreds of millions for the acquisition, leading to shareholder dilution, it still has significant growth potential in the rapidly expanding underwater defense market, expected to see substantial growth over the next decade.
See More
Analysis of SPYM ETF Investment Potential
- Historical Returns: Over the past 50 years, the S&P 500 index has delivered an average annual return of 10%, while the State Street SPDR Portfolio S&P 500 ETF (SPYM) has achieved an impressive 11.01% annual return over the last 20 years, indicating its potential to outperform the market and attract long-term investors.
- Investment Growth Potential: Investing $10,000 in SPYM today could grow to $80,768 in 20 years, $386,966 in 35 years, and potentially exceed $1 million in 45 years, showcasing its robust capability as a wealth-building tool for investors.
- Low Fee Advantage: With an expense ratio of just 0.02%, SPYM represents a low-cost investment option, making it suitable for investors looking to gain exposure to the S&P 500 index while minimizing costs, thereby lowering the investment barrier.
- Tech Stock Concentration: Nine of the top ten holdings in SPYM are major tech companies like Nvidia, Apple, and Microsoft, which not only reflects a high concentration in technology within its portfolio but also indicates potential gains from future technological growth.
See More
SPYM ETF: An Ideal Choice for Long-Term Investment
- Historical Returns: Over the past 50 years, the S&P 500 index has delivered an average annual return of 10%, while the State Street SPDR Portfolio S&P 500 ETF (SPYM) has achieved an impressive 11.01% annual return over the last 20 years, indicating its superior performance and attracting long-term investors.
- Investment Potential: Investing $10,000 in SPYM today could grow to $80,768 in 20 years, $386,966 in 35 years, and ultimately exceed $1 million in 45 years, showcasing its potential as a wealth-building tool for investors.
- Low Fee Advantage: With an expense ratio of just 0.02%, SPYM offers a significantly lower cost compared to industry averages, allowing investors to gain broad exposure to the S&P 500 index while enhancing their overall investment returns.
- Core Investment Choice: SPYM holds stocks from 500 large U.S. companies, including nine major tech firms like Nvidia and Apple, making it an ideal core building block for investment portfolios aimed at achieving long-term growth objectives.
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