Nvidia(US:NVDA) 3 6 Ke·2026-01-08 02:51Core Insights - Nvidia executives express optimism regarding the sales prospects of the Blackwell and next-generation Rubin chips, with expectations for data center chip revenue to exceed the previously forecasted $500 billion by the end of 2026 due to strong demand [1][4][5] Group 1: Revenue Expectations - Nvidia's CFO Colette Kress indicated that customer interest has been increasing since the $500 billion forecast was made in October 2025, suggesting that this figure will likely be revised upwards [4][5] - The $500 billion revenue target for data center business is expected to cover both Blackwell and Rubin architecture products, and is 12% higher than the market consensus of $447 billion [5] - Kress noted that the optimism for AI applications is driven not only by AI demand but also by the growing need for enterprise data processing, which could lead to overall investments reaching trillions by the end of 2030 [4] Group 2: Rubin Platform Launch - The new Vera Rubin AI platform has been fully launched, featuring six new chips that significantly enhance inference cost and training efficiency, with initial deliveries expected in the second half of 2026 [6] - The Rubin GPU achieves an inference performance of 50 PFLOPS and training performance of 35 PFLOPS, marking a 5-fold and 3.5-fold increase over the Blackwell platform, respectively [6] - The inference token generation cost can be reduced to one-tenth of that of the Blackwell platform, with each GPU package containing 8 sets of HBM4 memory and a bandwidth of 22 TB/s [6] Group 3: Market Impact - Nvidia's announcements have led to significant stock movements, with storage chip giant SanDisk seeing a nearly 27.6% increase in stock price, marking its largest single-day gain since February 2025 [9][13] - Conversely, data center cooling system manufacturers experienced stock declines, with companies like Johnson Controls and Modine Manufacturing facing significant drops due to concerns over the implications of Nvidia's new cooling technology [9][16] - Analysts have raised questions about the long-term positioning of cooling equipment in data centers, particularly in light of Nvidia's advancements in liquid cooling technology [16]