Vera Rubin Enters Full-Scale Production—
$NVDA’s Next Trillion-Dollar Growth Increment Starts Here
Guys, today let’s not talk about earnings figures. Let’s talk about what will truly determine $NVDA’s trajectory over the next three years—Vera Rubin.
There’s one line in the earnings report that many people overlooked: “Vera Rubin is now in full production.” It’s just a short sentence, but in my view, it’s more important than the $96.2 billion in revenue itself.
Why? Because Blackwell has been selling for nearly two years, and the market has kept asking, “Where’s the next generation?” Now Rubin i