By Edward Sheldon, CFA
Publication Date: 2026-03-20 10:02:00
Nvidia (NASDAQ: NVDA) stock hasn’t done much recently. Over six months, it’s basically flat.
However, the consensus view among the professional analyst community is that the growth stock is poised for a significant move higher. Some analysts believe that it could actually hit $300 in the not-too-distant future.
Earlier this week, Nvidia held its GTC AI conference. This provided investors with some insights into the company’s roadmap and growth potential.
There was a lot to be excited about. Anyone who tuned into CEO Jensen Huang’s keynote will understand that this company still has a lot of growth ahead of it.
In this keynote, Huang spent time talking about the company’s new Rubin platform. This is basically an AI supercomputer that consists of seven different Nvidia chips.
Designed to handle every stage of AI, it’s both powerful and efficient. Compared to the company’s current Blackwell systems, it offers up to 10x more inference throughput per watt and one-tenth the cost per token.
One thing that really jumped out at me was the scale of demand for this product and the current Blackwell chips. Huang said that through 2027, he expects $1trn in cumulative revenue between the two chip systems.
That’s a staggering amount of money. And it shows why Nvidia is the most valuable company in the world today.
Looking beyond Rubin, there was lots of other exciting news. One thing worth highlighting was the…
