ChipsSeeking Alphaabout 4 hours ago
Nvidia's Next Act Starts In H2 2026
1 min read
Nvidia's networking business is a major growth driver, with photonic solutions cutting power by roughly 40%. Vera CPUs open a $20 billion market opportunity. Q2 revenue guidance of $91 billion implies a $364 billion annualized run rate before Rubin contributes. Successful Rubin, Vera, and networking deployment in H2 2026 could force analysts to raise estimates.
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