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<Research>BofAS: Nvidia's New Rubin Platform Expected to Axe Generation Costs by 10x Compared to Blackwell
Recommend 21 Positive 28 Negative 20 |
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At the CES 2026 keynote and analyst Q&A session held in the US this Monday, Nvidia (NVDA.US) CEO Jensen Huang announced the launch of the new Vera Rubin AI platform, according to a BofA Securities report. Huang emphasized that the demand for AI computing is continuously "very high", and Nvidia's AI expansion is progressing smoothly. It will keep on consolidating its leadership in the global AI systems sector. BofA Securities projects the new Rubin platform to achieve the goal of reducing generation costs by tenfold per generation, similar to the previous Blackwell generation. The broker has kept a Buy rating on Nvidia, with a target price of USD275. AAStocks Financial News |
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