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BiyaPay Analyst: Jensen Huang claims "500 billion is not enough"! Rubin mass production ignites NVIDIA AI chain differentiation
BlockBeats News, January 7 — Nvidia CFO stated that data center chip revenue will “definitely” exceed the previously projected $500 billion by the end of 2026; Jensen Huang also emphasized that the Rubin platform has been fully put into production, inference costs have significantly decreased, and mentioned strong demand from Chinese clients. Market reactions are mixed: storage-related stocks surged, while some data center cooling chain stocks came under pressure.
BiyaPay analysts believe that in the short term, “raising guidance + product cycle” remains the main catalyst for AI, but the industry chain will shift from “general rise” to “structural selection.” BiyaPay supports US stock trading, making it easier to grasp opportunities in NVDA and the industry chain, and to manage positions and volatility effectively.