Nvidia expects Rubin chip to drive $20B Q3 Data Center revenue, doubling estimates
Beth_Kindig · x · 2026-08-30
Nvidia projects that the Vera Rubin line could account for $20 billion in Data Center revenue in Q3, representing 20% of the segment. This forecast significantly exceeds Morgan Stanley's prior estimate of $9 billion, indicating exceptionally strong demand for the next-gen AI chips.
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