- Entry
- $180.40
- Now
- $206.00 +14.2%
- Target
- —
- Score
- —
GTC 2026 wrapped up this week and there's an angle here that I think deserves more attention from an investment perspective than it's getting. Jensen Huang projected $1 trillion in combined Blackwell and Vera Rubin orders through 2027, doubling the $500 billion figure from last year. Goldman reiterated Buy immediately. The Vera Rubin platform is a genuine generational jump: the Rubin GPU has 336 billion transistors on TSMC 3nm, 50 petaflops of FP4 per chip, and the full POD reaches …
— ORIGINAL POST ·
Nvidia Sees $1T in AI Orders by 2027, but Most U.S. Investors Can’t Own the Chinese Suppliers Behind 60% of Its Optical Modules
· r/stocks
· Mar 19, 2026