UBS raises Nvidia 2027 GPU forecast by 600K units to 8.8M on Rubin ramp
Beth_Kindig · x · 2026-10-05
UBS has raised its 2027 GPU production forecast for Nvidia by 600K units, from 8.2 million to 8.8 million, driven by increased Rubin volume. The note also touches related names like Broadcom and AMD.
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