英伟达-投资者关系会议：仍领先竞争对手一代，Vera Rubin 芯片按计划推进

Accessible version NVIDIA Corporation IR meeting: still a generation ahead of competition, Vera Rubin on schedule Maintain Rating: BUY | PO: 275.00 USD | Price: 183.78 USD Positive IR meeting, reiterate top pick, $275 PO We hosted NVDA IR Toshiya Hari for a virtual investor meeting. Key takeaways: 1) NVDA GPUs remain a full generation ahead of competition, given current available GPU-based LLMs were trained on old Hopper, not Blackwell (LLMs to be available in early 2026) which is 10x-15x better gen-over-ge ...