By Joey Frenette
Publication Date: 2026-08-14 14:01:00
Quick Read
Nvidia’s Vera Rubin chips deliver 10x token-per-megawatt gains over prior generations, making them a must-have as hyperscalers race to win AI dominance.
SpaceX’s exclusive shift to Nvidia GPUs and a $500 billion AI infrastructure consortium signal deepening commitment across the entire AI ecosystem.
Nvidia’s compressing valuation multiples and surging earnings make it a tough short heading into the Vera Rubin boom, with $225 potentially fleeting.
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Nvidia (NASDAQ:NVDA) shares are starting to make a run for those all-time highs again, thanks in part to a reheating of the semiconductor trade and increased enthusiasm for the Vera Rubin era. Undoubtedly, GPUs are continuing to sell, and not much is going to change about that as AI demand stays through the roof, as hyperscalers look to raise the bar, perhaps significantly, on their CapEx going into year-end and into the new year.
There’s a lot of things to worry about, but, all the while, the stock just keeps getting cheaper
Of course, investors have grown less comfortable with the state of hyperscaler ROIs of late, but, at the end of the day, it feels like big tech is going to need to keep spending to improve their chances of winning the AI race, even if it means disappointing many investors and, of course, convincing some of…
