Overview
- At CES, Nvidia said its Vera Rubin platform is in production with a ramp planned for the second half of 2026, adding six new AI chips and a pooled context memory storage system.
- Nvidia reported a record Q3 FY26 with $57 billion in revenue, including $51.2 billion from data centers, as Blackwell and cloud GPUs remain effectively sold out.
- Bank of America and UBS reaffirmed Buy ratings after CES, highlighting Nvidia’s leadership across compute, networking and software and flagging potential EPS upside into 2027.
- TSMC projected a mid‑40% CAGR for AI chips and is expanding advanced‑node capacity, underscoring ongoing constraints that shape accelerator supply and pricing.
- Competitive pressure is rising as Broadcom’s custom AI accelerators win designs and AMD targets inference and cloud opportunities where Nvidia supply is tight, alongside hyperscalers’ in‑house silicon.