By Anthony Di Pizio
Publication Date: 2026-03-19 08:45:00
Nvidia (NVDA 1.23%) supplies the world’s best graphics processing units (GPUs) for the data center, which are the primary chips used in artificial intelligence (AI) development. The company has an incredible amount of pricing power right now because demand continues to outstrip supply, which is driving a surge in its revenue and earnings.
Nvidia will start shipping its next generation of AI chips in the second half of this year. They are based on its new Vera Rubin architecture, which offers substantial improvements in performance and cost relative to its industry-leading Blackwell architecture.
Vera Rubin chips are expected to fuel an acceleration in Nvidia’s revenue and earnings, which could translate into significant returns for the company’s shareholders. Here’s where I predict Nvidia stock will be in two years.
Image source: Nvidia.
Vera Rubin could be Nvidia’s most sought-after AI platform yet
Nvidia’s GB300 GPU, which is based on its Blackwell Ultra architecture, is the most in-demand AI data center chip on the market right now. When configured in Nvidia’s NVLink 72 data center rack, the GB300 offers up to 50 times more performance than the company’s original AI data center chip, the H100, which was introduced in 2022. Greater performance can translate into more powerful AI models, and it can also lower costs by accelerating development timelines.
The Vera Rubin platform includes the Rubin GPU, the Vera CPU, the new NVLink 6 switches, and other networking…
