Nvidia Rumored to Accelerate Release of Next-Gen Rubin GPU
Nvidia, the leading graphics processing unit (GPU) manufacturer, is reportedly considering an earlier-than-anticipated release of its next-generation Rubin GPU. This move could potentially have a significant impact on the company’s financial performance, according to industry analysts.
Melius Research analyst Ben Reitzes suggests that the Rubin GPU might hit the market six months ahead of schedule, possibly launching in the first half of 2026. Such an early release could surpass Wall Street’s expectations and potentially boost Nvidia’s 2026 revenue growth beyond the current consensus estimate of 30%.
Several signs point to the possibility of an accelerated release. Reports indicate that Nvidia is encouraging memory manufacturer SK Hynix to prepare next-generation memory sooner than initially planned. Additionally, Taiwanese partners are said to be working on designs for Rubin-based AI servers, while TSMC is reportedly expanding its advanced packaging capacity in anticipation of increased demand.
An early Rubin release could have substantial implications for Nvidia’s financial performance. Analysts suggest it could alleviate investor concerns about an AI bubble and computing limitations. Furthermore, the release might increase target multiples on the buy side and potentially boost earnings per share. Reitzes projects a $195 price target for Nvidia stock in 2026, representing a 34% upside from current levels.
However, even if the Rubin GPU is not released ahead of schedule, the long-term bullish thesis for Nvidia remains intact. The company’s stock has already seen remarkable growth, with a 193% surge this year following a 236% return in 2023.
While an early release of the Rubin GPU would be beneficial, analysts emphasize that it is not critical to Nvidia’s long-term success. The company has declined to comment on the potential early release.
As the tech industry eagerly awaits further developments, Nvidia’s potential acceleration of the Rubin GPU release continues to generate significant interest among investors and industry observers alike.
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