Nvidia may release next-generation Rubin GPU ahead of schedule, expected to boost revenue in 2026

2024-12-26 21:37
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According to Business Insider, analyst Ben Reitzes' research report pointed out that Nvidia may release its next-generation Rubin graphics processor (GPU) in the first half of 2026, which will be six months earlier than Wall Street expected. If this news is true, Nvidia's revenue growth rate in 2026 is expected to exceed the market's current forecast of 30%. In addition, the early release of Rubin GPU is also expected to ease investors' concerns about AI bubbles and computing limitations, thereby driving up earnings per share.