Nvidia (NVDA) surprised some industry observers when it unveiled at CES 2026 this week that its next-generation high-performance computer, the Vera Rubin, was already in full production.
“We were surprised to see Vera Rubin details at CES and believe Rubin architecture will enhance/surpass Nvidia’s AI platform appeal vs. Blackwell given increased architectural complexity with six new chips,” said Citi analysts in a Wednesday investor note. “The company sees upside to prior $500B 2025/26 AI demand from both Blackwell and Rubin.”
Vera Rubin is slated for release during the second half of 2026.
“The ramp is expected to be very fast,” Citi analysts noted. “It’s the only computer in its history where every chip is new. We expect NVDA to better manage supply hiccups with Rubin vs. Blackwell as the transition from Hopper to Blackwell required a full pivot in the way NVDA manufactured. That is going from a chip-based solution to a server-based solution. With Rubin sticking to the NVL framework, we expect NVDA to have learned from the Blackwell supply issues.”
Citi maintained its Buy rating and $270 price target on the stock following the Vera Rubin news.