Nvidia latest developments
1. Blackwell AI GPU Demand Still Explodes
NVIDIABlackwell AI GPUs continue to be in short supply, with market demand far exceeding expectations.
Huang recently said:
AI Basic Construction Demand During "Super-class Weekly Period".
The market is currently most concerned about:
- GB200 / GB300 AI Server
- Construction of AI data center
- Hyperscale CSP (Microsoft, Meta, Google) capex
Several agencies believe that:
The scale of investment in AI data centers will continue to grow at a high rate in 2026.
2. Lower 1st generation "Rubin" flat Taisei market
Nvidia has officially promoted the next generation:
Vera Rubin AI 平台
This will be the successor architecture to Blackwell.
Known Highlights:
- Adoption stack 3nm
- Using HBM4
- AI inference performance explosion
- Main Agentic AI (agent AI)
It is estimated that Rubin will become:
The core of the next round of AI computing power arms race.
3. China's AI chip export policy has once again become the focus
recently huang renxun publicly stated:
China should not get the most advanced Blackwell / Rubin GPU.
But on the other hand, the U.S. government has begun to allow limited:
- H200
- Spectra AI GPU
Re-export to China.
The market is currently watching:
- Can NVIDIA Retake the Chinese AI Market?
- Whether China's local AI chips accelerate substitution.
- Does the US further restrict AI GPUs
This is one of the important reasons for the recent stock price volatility.
4. NVIDIA and TSMC bind deeper
TSMC official websiteIt has almost become the core manufacturing partner of NVIDIA's AI empire.
the latest news pointed out:
- TSMC 3nm Capacity Under NVIDIA Large Package
- CoWoS Advanced Packaging Still Tight
- HBM Memory Supply Chain Continues Out of Inventory
The market is even starting to think:
What is really scarce in the AI era may not be GPU, but HBM memory.
5. The market began to shout NVDA target price of $250.
Wall Street recently raised the NVDA target price again.
Main reasons:
- Rubin is about to take over
- AI CapEx Re-acceleration
- Meta / Microsoft Continues to Expand AI Data Center
Partial mechanism recognition:
NVDA remains a core beneficiary of the AI era.
Now the market is most concerned about the 3 direction
| Focus | Influence |
|---|---|
| Blackwell coming out speed | Decided to 2026 revenue explosiveness |
| Rubin Release Pace | One-wheel AI week period under decision |
| sino-us export restrictions | Impact on China market revenue |
