HomeNvidia Revenue Nears 10 Billion Yuan as Huang Renxun Addresses Architecture Delay Rumors
At a recent industry exchange event, NVIDIA CEO Jensen Huang signaled to investors that even as quarterly revenue approaches $100 billion, the company's growth momentum isn't slowing—it's accelerating. Addressing external concerns about rising competition from ASICs and evolving product roadmaps, management offered a confident response, reaffirming NVIDIA's core strengths in the AI computing market.
Huang explicitly denied market rumors that the next-generation flagship architecture, Rubin Ultra, would be delayed until 2028. He emphasized that Rubin Ultra remains on schedule for shipment next year. While some rack designs are undergoing architectural optimization to meet the demands of large-scale computing clusters—such as new designs supporting 800V high-voltage power supply and rack-to-rack optical interconnect technology—these are part of normal R&D iteration and do not affect the overall release timeline.
A shift in customer structure was a key highlight of the exchange. According to disclosed information, a cutting-edge AI model project that previously relied heavily on self-developed ASIC chips now uses nearly 50% of its computing power from NVIDIA GPUs. This shift counters claims that NVIDIA is losing its competitive edge and underscores the significant advantages of NVIDIA's full-stack solution in controlling "Token costs" for both training and inference workloads.
In terms of business growth drivers, NVIDIA is focusing on diversification. Beyond traditional hyperscale cloud service providers, AI labs, sovereign AI initiatives, and enterprise customers are becoming new growth engines. The company notes that as governments worldwide prioritize local computing infrastructure, these emerging markets tend to adopt NVIDIA's highly integrated platform solutions.
Additionally, NVIDIA is accelerating its penetration into the general-purpose server market. CPU business revenue is expected to reach $20 billion this fiscal year, and the next-generation Vera CPU is positioned to move beyond traditional management nodes, directly entering the broader general-purpose server computing market.
As its market value steadily approaches $5 trillion, NVIDIA's capital strategy is aligning with value investment logic. With strong free cash flow, the company is expected to increase stock buybacks in the future to reward shareholders. Morgan Stanley analysts point out that the biggest challenge NVIDIA now faces is no longer demand sustainability, but rather how to improve delivery efficiency under physical resource constraints like power, network, and cooling, turning massive orders into high-quality financial growth.
Related article
Google AI Overview Introduces Hot News Carousel, Embedding Real-Time Breaking News in Summaries
On June 29, 2026, Google rolled out a significant search interface update for select users, introducing a "Top Stories" carousel directly within the "AI Overviews" module.SEO specialist Lily Ray first identified this feature on X, signaling a strateg
How to optimize SEO for Google Japan and Yahoo Japan
As an independent content creator who regularly handles a mix of old archival footage, user-generated clips, and compressed B-roll from various online sources, dealing with visual quality drops has always been a major headache. In fact, a recent repo
MiniMax 2.5 Tops Global Usage With Over $150M Monthly Revenue; M3 Flagship Version Set for H1 Release
Chinese large language models are generating intense momentum across the global developer ecosystem, driven by their reputation for cost-efficiency and engineering excellence.As of March 3, 2026, data from OpenRouter, the world’s leading API aggregat
Related Special Topic Recommendations
Design & Art
Top AI Illustration Tools: Create Editorial Scenes and Cover Art Faster
2026 Latest Top-rated AI Illustration Tools: Our curated list features the best powerfully designed tools for creating stunning editorial scenes and eye-catching cover art quickly. Each option has gone through rigorous real-world tests, offering a free vs paid comparison to help you find the perfect match for your workflow. Try these must-try solutions today to unlock your AI edge and boost your creative productivity. Explore now at XIX.AI.
10 tools
xix.ai
Education and Learning
Top AI Tutors for Exam Prep: Practice Math, Science, and English
2026 Latest Top-Rated Best AI Tutors for Exam Prep are here on XIX.AI! Our curated list features powerful game-changing tools that offer free vs paid comparison, real-world tests, and weekly updated rankings. They help boost your writing efficiency, simplify complex topic learning, and unlock your academic potential. Explore now to Discover your perfect exam prep tool and Start creating today to Unlock your AI edge!
10 tools
xix.ai
Finance
AI Budget Planning Tools for Personal Money Management
2026 Latest Best Top-Rated AI Budget Planning Tools for Personal Money Management are here on XIX.AI! This curated collection features powerful, game-changing solutions that help you conduct real-world tests, understand spending habits, and create personalized plans to boost productivity. Enjoy a free vs paid comparison along with detailed rankings. Must-try tools designed to simplify money management and unlock your AI edge. Explore now!
11 tools
xix.ai
Health & Wellness
AI Sleep Tracking Assistants: Improve Recovery with Better Bedtime Habits
2026 Latest Best Top-Rated AI Sleep Tracking Assistants curated for ultimate recovery. This fully updated weekly guide features powerful tools that deliver real-world tests, free vs paid comparison, and detailed rankings to help you find the must-try solution that boosts sleep quality and supports better bedtime habits. Explore now at XIX.AI to Unlock your AI edge.
10 tools
xix.ai
Data Analysis
AI SQL Copilots for Product and Revenue Analytics
2026 Latest Best Top-Rated AI SQL Copilots for Product and Revenue Analytics! XIX.AI has curated a powerful, game-changing collection of must-try tools that undergo real-world tests through weekly updated rankings. These tools help users boost productivity significantly by accelerating data analysis, streamlining complex queries, and generating accurate insights to drive smarter business decisions. Explore now to Discover your perfect tool for unlocking your AI edge!
14 tools
xix.ai
Education and Learning
Best AI Homework Helpers That Teach: Learn Concepts, Not Just Answers
2026 Latest Best Top-Rated AI Homework Helpers That Teach Core Concepts Not Just Answers Powerful Tools for Students Must-Try Curated List Weekly Updated Free vs Paid Comparison Real-World Tests Accurate Rankings to Help You Unlock Your Full Learning Potential Explore now to Discover your perfect tool for smarter studying.
10 tools
xix.ai
Comments (0)
0/500
At a recent industry exchange event, NVIDIA CEO Jensen Huang signaled to investors that even as quarterly revenue approaches $100 billion, the company's growth momentum isn't slowing—it's accelerating. Addressing external concerns about rising competition from ASICs and evolving product roadmaps, management offered a confident response, reaffirming NVIDIA's core strengths in the AI computing market.
Huang explicitly denied market rumors that the next-generation flagship architecture, Rubin Ultra, would be delayed until 2028. He emphasized that Rubin Ultra remains on schedule for shipment next year. While some rack designs are undergoing architectural optimization to meet the demands of large-scale computing clusters—such as new designs supporting 800V high-voltage power supply and rack-to-rack optical interconnect technology—these are part of normal R&D iteration and do not affect the overall release timeline.
A shift in customer structure was a key highlight of the exchange. According to disclosed information, a cutting-edge AI model project that previously relied heavily on self-developed ASIC chips now uses nearly 50% of its computing power from NVIDIA GPUs. This shift counters claims that NVIDIA is losing its competitive edge and underscores the significant advantages of NVIDIA's full-stack solution in controlling "Token costs" for both training and inference workloads.
In terms of business growth drivers, NVIDIA is focusing on diversification. Beyond traditional hyperscale cloud service providers, AI labs, sovereign AI initiatives, and enterprise customers are becoming new growth engines. The company notes that as governments worldwide prioritize local computing infrastructure, these emerging markets tend to adopt NVIDIA's highly integrated platform solutions.
Additionally, NVIDIA is accelerating its penetration into the general-purpose server market. CPU business revenue is expected to reach $20 billion this fiscal year, and the next-generation Vera CPU is positioned to move beyond traditional management nodes, directly entering the broader general-purpose server computing market.
As its market value steadily approaches $5 trillion, NVIDIA's capital strategy is aligning with value investment logic. With strong free cash flow, the company is expected to increase stock buybacks in the future to reward shareholders. Morgan Stanley analysts point out that the biggest challenge NVIDIA now faces is no longer demand sustainability, but rather how to improve delivery efficiency under physical resource constraints like power, network, and cooling, turning massive orders into high-quality financial growth.
Google AI Overview Introduces Hot News Carousel, Embedding Real-Time Breaking News in Summaries
On June 29, 2026, Google rolled out a significant search interface update for select users, introducing a "Top Stories" carousel directly within the "AI Overviews" module.SEO specialist Lily Ray first identified this feature on X, signaling a strateg
How to optimize SEO for Google Japan and Yahoo Japan
As an independent content creator who regularly handles a mix of old archival footage, user-generated clips, and compressed B-roll from various online sources, dealing with visual quality drops has always been a major headache. In fact, a recent repo
MiniMax 2.5 Tops Global Usage With Over $150M Monthly Revenue; M3 Flagship Version Set for H1 Release
Chinese large language models are generating intense momentum across the global developer ecosystem, driven by their reputation for cost-efficiency and engineering excellence.As of March 3, 2026, data from OpenRouter, the world’s leading API aggregat
2026 Latest Top-rated AI Illustration Tools: Our curated list features the best powerfully designed tools for creating stunning editorial scenes and eye-catching cover art quickly. Each option has gone through rigorous real-world tests, offering a free vs paid comparison to help you find the perfect match for your workflow. Try these must-try solutions today to unlock your AI edge and boost your creative productivity. Explore now at XIX.AI.
10 tools
xix.ai
2026 Latest Top-Rated Best AI Tutors for Exam Prep are here on XIX.AI! Our curated list features powerful game-changing tools that offer free vs paid comparison, real-world tests, and weekly updated rankings. They help boost your writing efficiency, simplify complex topic learning, and unlock your academic potential. Explore now to Discover your perfect exam prep tool and Start creating today to Unlock your AI edge!
10 tools
xix.ai
2026 Latest Best Top-Rated AI Budget Planning Tools for Personal Money Management are here on XIX.AI! This curated collection features powerful, game-changing solutions that help you conduct real-world tests, understand spending habits, and create personalized plans to boost productivity. Enjoy a free vs paid comparison along with detailed rankings. Must-try tools designed to simplify money management and unlock your AI edge. Explore now!
11 tools
xix.ai
2026 Latest Best Top-Rated AI Sleep Tracking Assistants curated for ultimate recovery. This fully updated weekly guide features powerful tools that deliver real-world tests, free vs paid comparison, and detailed rankings to help you find the must-try solution that boosts sleep quality and supports better bedtime habits. Explore now at XIX.AI to Unlock your AI edge.
10 tools
xix.ai
2026 Latest Best Top-Rated AI SQL Copilots for Product and Revenue Analytics! XIX.AI has curated a powerful, game-changing collection of must-try tools that undergo real-world tests through weekly updated rankings. These tools help users boost productivity significantly by accelerating data analysis, streamlining complex queries, and generating accurate insights to drive smarter business decisions. Explore now to Discover your perfect tool for unlocking your AI edge!
14 tools
xix.ai
2026 Latest Best Top-Rated AI Homework Helpers That Teach Core Concepts Not Just Answers Powerful Tools for Students Must-Try Curated List Weekly Updated Free vs Paid Comparison Real-World Tests Accurate Rankings to Help You Unlock Your Full Learning Potential Explore now to Discover your perfect tool for smarter studying.
10 tools
xix.ai
