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Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Jingyue Hsiao, DIGITIMES Asia, Taipei 0

Credit: AFP

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply as clouds remain sold out and the company's entire GPU fleet—spanning...

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