By Harsh Chauhan
Publication Date: 2026-04-02 03:00:00
Nvidia (NVDA +0.77%) announced its next-generation chip platform, Vera Rubin, in January this year, promising major cost reductions for training artificial intelligence (AI) models and running inference applications.
Nvidia claims that the Vera Rubin platform can reduce the cost of AI inference by 90% compared to the previous-generation Blackwell platform. Additionally, it can lower the number of graphics processing units (GPUs) needed to train AI models by 75%. These major gains explain why customers are probably lining up to purchase Nvidia’s Vera Rubin chips.
CEO Jensen Huang recently pointed out that Nvidia has a whopping $1 trillion worth of combined orders for its Blackwell and Vera Rubin chips through 2027. That’s a major increase when compared to Nvidia’s previous guidance of $500 billion in combined orders for both these chip platforms through 2026. So, Nvidia stock could get a major boost when the Rubin chips hit the market in the second half of 2026.
But at the same time, two other companies could win big from the Rubin platform. Let’s take a closer look at them and see why they are worth buying for investors looking to construct a million-dollar portfolio.
Image source: TSMC.
1. Micron Technology
Nvidia’s Rubin chips are going to pack more memory capacity and higher bandwidth. The chip giant notes that the dynamic random-access memory (DRAM) capacity of the Rubin NVL72 rack-scale server will increase by 2.5 times over the Blackwell NVL72, and it will pack…
