Jensen Huang Says Nvidia’s Next-Gen Vera Rubin Chips Will Generate $40 Billion in Revenue per Gigawatt, Up From $25 Billion for Grace Blackwell. What That Means for NVDA’s Growth Runway.

Nvidia (NASDAQ: NVDA) has already made an incredible amount of money selling the powerful chips that drive artificial intelligence (AI). But CEO Jensen Huang believes the company’s biggest opportunities are still ahead, and Nvidia’s newest technology could help him prove it.

The chipmaker’s next-generation Vera Rubin architecture is designed to deliver substantially more computing power from the same amount of electricity. That’s important for cloud companies that are racing to build AI data centers, where access to power has become a major constraint.

Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »

But there’s another benefit for Nvidia shareholders. Vera Rubin could generate 60% more revenue per gigawatt of computing capacity than its predecessor.

And that helps explain why Huang is so confident about Nvidia’s growth runway.

Nvidia is getting more valuable with every generation

Nvidia’s Hopper and Blackwell graphics processing units (GPUs) have been enormously successful with hyperscalers and smaller cloud providers building artificial intelligence computing capacity.

But Nvidia isn’t simply selling faster GPUs anymore. Its Vera…