半导体：英伟达业绩影响 -lackwell 架构强劲扩张，进入 “Rubin周期”- Semiconductors Nvidia result implications - Blackwell expanding strongly entering the Rubin Cycle

Vi e w p o i n t | 25 Feb 2026 19:27:39 ET │ 10 pages Taiwan Semiconductors Nvidia result implications - Blackwell expanding strongly, entering the Rubin Cycle CITI'S TAKE Nvidia just published its Jan Q result (report) and provided a positive outlook for the upcoming Rubin product cycle. While some investors were skeptical on Rubin's schedule and initial yield rate, Nvidia reiterates that the chip already has mass volume production and system rack is to ramp up big volumes in 2H26. Yet we believe the major ...