What changed
$NVDA
- NVIDIA AIMS FOR $1T IN BLACKWELL + RUBIN REVENUE, VERA CPU ENTRIES FRAY
Management expects $1T combined Blackwell/Rubin revenue from 2025-2027. Vera CPU revenue visibility near $20B this year. VeraRubin platform on track for H2 production, starting Q3. Data center grew 92% YoY on hyperscale GPU shift.
$NVDA AH $220.71 (+1.20%)
Affected: $AMD $AVGO $MRVL $INTC $QCOM $MU