Nvidia’s Vera Rubin Debut Could Turbocharge AI-Chip Demand

Nvidia’s Vera Rubin launch, featuring the Rubin GPU and Vera CPU, is described as delivering major performance gains and dramatically lowering AI inference costs, with CEO Jensen Huang hinting the company could double chip shipments next year. Nvidia is projected to report about $411 billion in revenue in fiscal 2027 and perhaps up to $700 billion in fiscal 2028, while trading at roughly 28x forward earnings—a valuation some see as a bargain given AI demand, though risks include hyperscaler capex, pace of AI development, and Nvidia’s financing of a portion of sales.