NVDA Stock Faces New Catalyst as Rubin Outpaces Blackwell

TLDR Nvidia’s Vera Rubin platform could improve AI inference economics by increasing output from limited data center power. SemiAnalysis estimates Rubin NVL72 can generate about 39% more annual revenue per gigawatt than the strongest GB300 setup. Rubin could deliver about 42% more modeled profit per gigawatt on key agentic AI workloads. The platform achieved up [...]

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