From Training AI to Designing Chips: Nvidia's Next Platform Play

• CEO Jensen Huang precocious announced the company's caller Rubin chips are successful "full production."

• Nvidia expects to bring successful gross of $65 cardinal successful the 4th fourth of its fiscal 2026, which ends Jan. 25.

• Nvidia's marketplace capitalization is $4.5 trillion.

• 10 stocks we similar amended than Nvidia ›

At CES 2026 this month, Nvidia (NASDAQ: NVDA) CEO Jensen Huang discussed the upcoming transportation of the chipmaker's Rubin platform, named for Vera Florence Cooper Rubin, an American astronomer and trailblazer who helped signifier our knowing of the universe. Huang touted galore of Nvidia's innovations astatine the commercialized show, peculiarly successful carnal artificial quality (AI), but it's the Rubin level that has analysts astir excited for the adjacent term.

The Rubin level is composed of six abstracted Nvidia chips. Rubin's show is based connected proprietary data. This is what sets it isolated from the hardware offered by competitors specified arsenic AMD (NASDAQ: AMD). The show of the Rubin level volition accelerate agentic AI and precocious reasoning portion lowering the outgo per token for AI inference workloads by arsenic overmuch arsenic 90% compared to the Blackwell platform.

The Rubin level volition beryllium a boon for information halfway operators, arsenic it's expected to person important impacts connected show and ratio astatine scale. The company, which presently has a marketplace capitalization of astir $4.5 trillion, anticipates that Microsoft, Oracle, Amazon, Alphabet, and CoreWeave, among different notables, volition beryllium among the archetypal to instal the Rubin systems aft it begins shipping them successful the 2nd fractional of 2026.

Nvidia inactive dominates the AI grooming landscape, but it's present going toe-to-toe with AMD and adjacent immoderate of its ain customers successful spot design. Most importantly, Nvidia's improvement from spot supplier to end-to-end level supplier volition beryllium a important semipermanent maturation engine.

So what could this adjacent iteration of Nvidia's AI ecosystem mean for the stock? Nvidia anticipates that the combined income of the Rubin and Blackwell platforms could adjacent astir $500 cardinal successful 2026. Compared to Nvidia's astir caller quarterly gross of $57 cardinal and its trailing-12-month gross of $187 billion, that would beryllium a monolithic measurement up. And fixed the size of its income backlogs for Rubin and Blackwell, investors tin person assurance that the institution volition proceed to turn steadily for astatine slightest the adjacent fewer years.

Of course, Nvidia isn't without risk. If request for AI falters, if determination are missteps successful the Rubin launch, oregon if it hits unforeseen velocity bumps successful converting its existent backlog into completed sales, the banal could suffer.