Nvidia says its next-generation Vera Rubin architecture could generate about $40 billion in revenue per gigawatt of computing capacity, 60% more than the roughly $25 billion from Grace Blackwell. CEO Jensen Huang said the platform, which combines GPUs, CPUs, NVLink connections, networking and software, lets customers do more computing without a matching increase in electricity use, a key constraint for AI data centers. Vera Rubin has entered production shipments, with purchase orders from major hyperscalers, AI cloud providers and equipment makers. Huang forecasts AI infrastructure spending of $3 trillion to $4 trillion by 2030 and expects Nvidia to sell twice as many chips in 2027 as in 2026. In the fiscal second quarter ended July 26, Nvidia reported $96.2 billion in revenue, up 106%, including $89 billion from data centers; the $40 billion figure is a potential opportunity rather than guaranteed orders.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
NVDAJensen Huangsemiconductorsdata centersartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/23/2026 | 704.39 |
| Change that session | -0.01% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Ed Zitron: Jensen Huang creating artificial demand is 'morally reprehensible'
Ed Zitron, CEO of EZPR, says Nvidia (NVDA) CEO Jensen Huang is channel stuffing by pushing GPUs into the channel and urging buyers to order now, which he calls morally reprehensible. He argues hyperscalers that take part are also morally reprehensible because it drives up consumer electronics prices. He disputes that scarcity justifies this, citing 70% of first-half accounts receivable coming from five companies, with one making up 16% of revenue. He questions what more data centers deliver beyond letting firms charge Anthropic and OpenAI more, noting Amazon canceled a data center in Loudoun County. He also cites a Bloomberg report that Microsoft has two gigawatts of AI compute capacity out of 12 gigawatts reported.
- Jensen Huang Says AI Demand Is Off the Charts . The Money to Pay for It Isnt
Chip stocks slumped as the Philadelphia Semiconductor Index plunged nearly 7% on Thursday, with all 30 index stocks closing lower, and Nvidia fell about 4.5% as investors grew skeptical that AI spending will last for years. CEO Jensen Huang said demand from “neoclouds,” companies that rent out Nvidia-powered computing capacity, is off the charts, but the money needed to build that capacity far exceeds what is available. His proposed fix is to make Nvidia’s chips a “financeable asset” that lenders accept as collateral for AI infrastructure loans, with Nvidia working with investment banks to mobilize more than $500 billion. The author argues such loans resemble car loans more than mortgages, since computing hardware is typically depreciated over three or four years, while Huang says the chips can generate revenue for over a decade. Nvidia may also guarantee part of the chips’ future value, so the author will be watching credit markets closely.
- Nvidia's Jensen Huang Sees 100GW AI Opportunity In Telecom Networks, With TMUS, NOK Already Making Moves
Nvidia CEO Jensen Huang told GTC Berlin that telecom networks are becoming a new layer of AI infrastructure, as distributed cell sites and data centers could run AI workloads closer to users. He envisions 100,000 sites representing some 100 gigawatts of base stations and data centers evolving into a distributed AI network. Huang said Nvidia and Nokia completed the first commercial phone call on T-Mobile's network after nearly eight years of work, and that nearly 20 operators have announced AI-RAN collaborations with commercial services targeted for 2027. In pre-market trade, NVDA rose as much as 1.7% and NOK gained 3.5%, while TMUS slid around 3% amid telecom sector weakness after SpaceX earnings. Bernstein cut its T-Mobile target to $180 from $220, citing pressure from SpaceX's plan to turn Starlink into a major U.S. mobile carrier.
- 'People are now recognizing Nvidia's compute has a great deal of residual value,' CEO Jensen Huang tells Deirdre Bosa
Nvidia CEO Jensen Huang told Deirdre Bosa that Wall Street is increasingly recognizing the residual value of Nvidia's compute, which could be used to backstop the debt for building data centers. He said the company's systems are widely used, deliver strong performance and are software programmable, so they stay productive for a long time. In August, Nvidia signed memoranda of understanding with six financial institutions, including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, to assemble a $500 billion funding pool for data center infrastructure. Nvidia points to its 6-year-old Ampere chips still drawing customer demand, and Huang said what used to be a four-year life cycle is now probably eight years or more, which could support loans secured against the chips.
- AI is building out the new Industrial Revolution: Nvidia's Jensen Huang
Nvidia CEO Jensen Huang delivered a keynote at the GTC Berlin event, where he emphasized that AI is helping build the new Industrial Revolution. He noted that AI is becoming increasingly integrated into manufacturing processes.
- AI will 'amplify your capabilities': Jensen Huang
At Nvidia GTC Berlin, CEO Jensen Huang told Deirdre Bosa that AI is already widely used and that its improvement will amplify people's own capabilities. He said it will also drive breakthroughs in the medical, automotive and aerospace industries. Huang argued that AI is a tool that will amplify capabilities, adding that he knows no one who would not want such a useful tool.
Related markets
Latest news
- VinFast CEO Phạm Nhật Quân Anh speaks out for first time on sale of 2 Vietnam factories
In his first exchange with analysts since taking over as CEO last month, Phạm Nhật Quân Anh said VinFast sold 70,085 electric vehicles in Q2 2026, bringing first-half sales to 43% of its 300,000-vehicle target for the full year. The company plans to launch more models, invest in autonomous driving technology and expand into more markets, including with affiliated taxi company Green SM. Vietnam accounted for 89% of its Q2 EV sales, while the Philippines, Indonesia and India are the key overseas markets, with the Americas and Europe under review. As part of its restructuring, VinFast sold two major factories and transferred 7 billion USD of debt to investors linked to Phạm Nhật Vượng and Vingroup, but said vehicles will still be produced under long-term manufacturing agreements. It also plans to launch its first gasoline-assisted EV, while the VF Wild REEV, its first range-extended EV, is the latest model.
- Oil slides over 2% as traders weigh Saudi attack risks, demand destruction
U.S. crude fell over 2% on Monday as investors weighed the risk of further attacks on Saudi energy infrastructure against the possibility that high prices could erode demand. West Texas Intermediate dropped 2.19% to $101 a barrel and Brent fell 1.89% to $114.51, after a sharp rally on Friday following Houthi attacks on Saudi Arabia. The Houthis said they had targeted the main airport in Riyadh and oil facilities, and Saudi authorities said they intercepted more missiles and drones on Sunday. Michael Alfaro of Gallo Partners estimated the geopolitical risk premium at about $20 a barrel, warning that a major strike on the East-West pipeline or refining infrastructure could push prices higher, though further gains would likely cut demand. He also flagged refining capacity as a longer-term challenge, while U.S. producers remain cautious about raising capital spending.
- Asia FX muted, yuan at 4-yr high; dollar drifts lower ahead of c.bank-packed week
Most Asian currencies moved little on Monday as the dollar drifted lower ahead of a week packed with central bank meetings, most notably the Federal Reserve. The dollar index fell 0.17% in Asian trade after hitting an 18-month high earlier in October. The Fed is widely expected to hold rates at 4.0% on Wednesday, after raising them by 25 basis points in September, its first hike in over three years, as U.S. inflation stays well above its 2% target. Traders will watch comments from Fed Chair Kevin Warsh, along with U.S. third-quarter GDP and September PCE data. The yen was muted before a Bank of Japan meeting, where rates are expected to stay at 1.25% but with a hawkish outlook, while the yuan rose to a four-year high with support from the People's Bank.
- Musk warns over 200 AI neoclouds face ‘guppy-level death’
Elon Musk warned on X that more than 200 specialist AI cloud providers, or neoclouds, could fail or consolidate as lenders stop financing firms without substantial revenue outside AI data centers. He said SpaceX secured $40 billion of debt financing for GPUs thanks to its investment-grade status and revenue from Starlink and its rocket business. The warning follows a Gartner forecast that more than 80% of neocloud providers will cease operating independently by 2030, as AI providers may spend nearly $1 trillion on infrastructure in 2026 and another $6 trillion from 2027 to 2030 without sufficient revenue for profitable returns. Bitcoin miners that have pivoted into AI infrastructure, such as IREN and Core Scientific, could also be affected. Meanwhile, SpaceX's “Super Intelligence” business generated $7.6 billion in third-quarter revenue, up 830% from a year earlier and more than half of the company's $14.6 billion in quarterly sales.
- Frank Elderson: Taking action for nature – investing in economic resilience and prosperity
Frank Elderson, ECB Executive Board member and Vice-Chair of the Supervisory Board, told the COP17 Finance and Biodiversity Day in Yerevan that the world must move from targets to implementation and treat protecting nature as investment rather than spending. He argued that degraded ecosystems raise firms' costs, reduce productivity and disrupt supply chains, noting that 72% of euro area companies depend on at least one ecosystem service and 75% of euro area corporate lending goes to firms highly dependent on one. Citing this summer's drought, he said major rivers including the Rhine, Loire, Po and Danube fell to exceptionally low levels, forcing critical nuclear plants to shut down and hitting hydropower and supply chains. He noted the Kunming-Montreal framework aims for living in harmony with nature by 2050 but progress has been limited, and that ECB analysis suggests the potential consequences could be much larger.
- Momentum of savings rate increases likely ended
According to newly released State Bank of Vietnam (SBV) data, average deposit rates at commercial banks rose a further 0.1 percentage points in September, extending the upward run to 11 consecutive months, though the pace has slowed from 0.3 points a month in late last year and early this year. The article says the rise is likely to end this month after many banks cut their minimum deposit rates by 0.5 percentage points on SBV instructions. Under dispatch No. 9736/NHNN-CSTT dated 21 October 2026, the SBV requires commercial banks to cut average deposit rates on new transactions with tenors of 6 months or longer by at least 0.5% per year in the final months of 2026, compared with rates reported between 11 October and 20 October 2026. Many analysts expect rates to hold flat until year-end and decline gradually from 2027, while the SBV warns that banks failing to comply could face tougher measures, including reviewing or lowering credit growth targets.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.