Nvidia(US:NVDA) 美股IPO·2026-01-06 23:16Core Viewpoint - Nvidia's CFO Colette Kress expressed increased optimism regarding the company's data center business, projecting that revenue from data center chips will exceed the previously stated $500 billion by the end of 2026 due to strong demand from both AI applications and enterprise data processing needs [2][6]. Group 1: Revenue Projections - Nvidia's projected revenue from existing and future data center chips is expected to surpass the $500 billion mark given in October 2025, with Kress stating that customer interest has been continuously increasing since that forecast [1][6]. - The optimistic outlook for AI applications is driven not only by AI demand but also by the growing need for enterprise data processing, which is anticipated to push overall investment in the sector to trillions of dollars by the end of 2030 [6]. - Goldman Sachs noted that Nvidia's $500 billion revenue forecast is approximately 12% higher than the market consensus of $4.47 trillion and 10% above Goldman Sachs' own estimate of $4.53 trillion [6]. Group 2: Product Developments - Nvidia's 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 [8]. - The Rubin GPU is reported to achieve inference performance of 50 PFLOPS and training performance of 35 PFLOPS, marking a fivefold and 3.5-fold increase over the previous Blackwell platform, respectively [10]. - The new platform also addresses memory bottlenecks by adding 16TB of high-speed shared memory per GPU, which is connected via a 200Gb/s bandwidth [10]. Group 3: Market Reactions - Nvidia's announcements have led to significant stock movements, with storage chip giant SanDisk seeing a nearly 27.6% increase in stock price, while data center cooling system manufacturers experienced declines [11][15]. - The comments made by Nvidia's CEO regarding the new Rubin chips' cooling capabilities raised concerns about the long-term positioning of cooling equipment in data centers, impacting stocks of companies like Johnson Controls and Trane Technologies [16].