Nvidia quarterly revenue nears $100B; Rubin Ultra on track for next year, says Jensen Huang

黄仁勋：英伟达季度收入逼近千亿美元，Rubin Ultra 架构未延期

At a Morgan Stanley NDR, Jensen Huang delivered three signals: quarterly revenue is approaching $100B and growth is still accelerating; Rubin Ultra is not delayed and will ship next year; a leading AI lab that previously relied almost entirely on ASICs now sources nearly 50% of its compute from Nvidia GPUs—widely read as Anthropic. Nvidia sees growth coming from AI labs, cloud hyperscalers, and sovereign AI. Its CPU business is targeting $20B this year. Morgan Stanley kept a $288 target and said the real bottleneck is no longer demand but delivery constrained by memory, power, and data center space.

Why it matters: Jensen Huang dropped three hard signals at a Morgan Stanley closed-door: quarterly revenue nearing $100B, Rubin Ultra on schedule, and a top AI lab switching from custom ASICs to Nvidia GPUs. Each directly reshapes market assumptions about compute supply chains — a same-day mu...