"At the CES 2026 show recently, management reiterated that demand for its Blackwell platform remains robust, even as its next-generation Vera Rubin systems are expected to roll out in the second half of 2026. Management said last quarter that Blackwell and Rubin are together supporting revenue visibility of roughly $500 billion through 2026. Of this, $150 billion in orders had already been shipped through the third quarter of fiscal 2026 (ending Oct. 26, 2025)."
"Beyond adding more computing power, Nvidia is also improving the economics of running AI systems. The company has designed the Rubin platform as a six-chip system that integrates CPU and GPU computing capabilities, networking hardware, and data center infrastructure. Management says that the Rubin system offers dramatic improvements in processing more AI work and meaningful reductions in cost per unit of AI output compared to the Blackwell system."
The global AI market is projected to grow from about $372 billion in 2025 to over $2 trillion by 2032, implying a sustained CAGR above 30% as AI moves from pilots to deployments. Nvidia is experiencing strong demand for accelerated computing solutions, with management reporting robust demand for Blackwell and upcoming Vera Rubin systems. Blackwell and Rubin together support roughly $500 billion of revenue visibility through 2026, with $150 billion shipped through fiscal Q3 2026. Nvidia is shifting toward selling complete AI server systems, and the Rubin six-chip platform integrates CPU, GPU, networking, and infrastructure to improve processing and reduce AI output costs, especially for inference.
Read at The Motley Fool
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