By Keith Speights, The Motley Fool
Publication Date: 2026-03-16 07:34:00
Have you ever read a book or watched a movie where the end was better than the beginning? I think this year will have a similar plot for Nvidia (NASDAQ: NVDA).
2026 hasn’t been great for the GPU stock so far. Nvidia’s lackluster performance can be attributed to several factors, including concerns about AI infrastructure spending and geopolitical uncertainty. However, I think investors will have more to cheer about by December. I’ll even step out on a limb and make a prediction: Nvidia’s stock will soar 40% by the end of 2026.
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Why am I so optimistic about Nvidia’s prospects over the next nine or so months? The company’s upcoming launch of its Rubin GPU platform is one key factor.
As impressive as Nvidia’s Blackwell chips are, Rubin will be even more powerful. The platform will deliver up to 10x lower inference token costs and require four times fewer GPUs to train mixture-of-experts (MoE) AI models compared with Blackwell.
I believe that the adoption of agentic AI will lay to rest most concerns about whether AI investments will pay off. Rubin is designed from the ground up to accelerate agentic AI. My hunch is that it will make chips based on the architecture a must-have for many companies.
Nvidia has…
