Nvidia GPU Price Increase Confirms Demand Strength
"Not just uh because this isn't just any GPUs that the price increases were happening. It was the Hopper GPUs and Nvidia just mentioned that the Vera Rubin is in full production. So the Hopper is already now two generations, right? The Vera Rubin, uh the Blackwell, um which includes the Blackwell and the Blackwell Ultra. And then you finally get to the Hopper. So how can you increase the price of something that has become obsolete? The reason is because they are not obsolete. These GPUs even though they are older, they are still super critical for AI workloads, they are still used for massive demand in AI solution via training and via inference. So if you are worried about Nvidia's annual cadence eating up its own market, this is a perfect data point that shows otherwise and then actual data point not just an data point that is said by some short seller who has doesn't have any actual so data to back it up."
The speaker argues that Nvidia's decision to increase prices on its older Hopper GPUs undermines the bearish thesis by evidencing strong, ongoing demand for these products in AI workloads. The commentary emphasizes that even as new generations are introduced, older GPUs remain critical, reinforcing Nvidia's market position.
Nvidia's Unstoppable Role in the AI Computing Revolution
"the success of Nvidia almost 5 trillion cap right now basically and I don't think going away anytime soon basically is you know telling people that compute is important and it's actually the most important thing in the world right now and that was never the case. Semiconductors are never truly that important and now they really are the lynchpin global economy."
The speaker highlights Nvidia's massive market cap and pivotal role, emphasizing that its explosive success underscores the central importance of computing in today's economy. This commentary suggests that Nvidia's strong performance is a key indicator of broader trends in AI and semiconductor demand.
Nvidia's New AI Data Center Processor Signals Potential Upside
"All right, I want to start with Nvidia, ticker NVDA. Their shares have been up um nearly 1%. Big day at CES yesterday. Um CEO Jensen Wong he said the Reuben data center processor is in production. Uh demand is strong and he actually said it's five times better at running AI software than its predecessor. You know the Blackwell chips. Um he said that Rubenbased systems are going to be cheaper to run than Blackwell versions because they have smaller number of components too. But you have customers like Microsoft. They're going to be among the first to use this new hardware in the second half of the year. So that's a date he's starting to give out."
The speaker highlights Nvidia's announcement regarding its new Reuben data center processor, noting its improved AI performance and cost efficiencies compared to previous generations. The mention of strong demand and early adoption by key customers like Microsoft underscores potential near-to-medium-term upside as production ramps up later in the year.
Nvidia's Progress on Reuben Data Center Processors
"All right, Paul, we're going to take a look at Nvidia today. Of course, the ticker NVDA, those shares are up 2%. And we did hear from CEO Jensen Wang at the CES trade show yesterday. He's saying that the company's highly anticipated Reuben data center processors. They're in production. They're on track for deployment. They're looking at sending them to customers in the second half of this year. So, digging more into this Reuben chip, right? Again, it's named after astronomer Vera Rubin. It is Nvidia's latest accelerator. Apparently, it's three and a half times better at training and five times better at running AI software than its predecessor, the famous Blackwell chips, of course. Um, and Nvidia, well, Jensen Wong also saying that the company has seen strong demand from customers in China for the H200 chip. Remember, that chip is currently under consideration by the Trump administration whether they're going to be able to sell it to China. Uh, so that's still pending, but uh, Jensen Wong saying that there's already demand lined up for that chip."
The segment highlights Nvidia's progress as CEO Jensen Wang confirms that the new Reuben data center processors are in production with deployment planned for the second half of the year. The chip shows significant performance improvements over its predecessor and there is notable demand for another chip, H200, despite pending regulatory review in China.
Revolutionary Advancement in NVIDIA's AI Chip Technology
"Today I can tell you that Vera Rubin is in full production. You guys want to take a look at Vera Rubin? Well, we designed six different chips first of all and we know that Moore's law has largely slowed. The number of transistors we can get year after year can't possibly keep up with 10 times larger models and the demand skyrocketing. Each one of them is completely revolutionary and the best of its kind. The Vera CPU, I'm so proud of it, is designed to deliver twice the performance per watt compared to the world's most advanced CPUs. Its data rate is insane, and it dramatically increases single-threaded performance and capacity."
Jensen Huang emphasizes NVIDIA's breakthrough with the Vera Rubin chip, highlighting that it is now in full production and represents a revolutionary leap over traditional performance improvements constrained by Moore's law. The advancement in chip design, including significantly improved performance per watt and data rates, is positioned as a key competitive catalyst in the rapidly evolving AI landscape.
Accumulating Nvidia Shares for AI Leadership
"So, this decision is a relatively easy one for me. It points to Nvidia as being the best of these three AI stocks to buy for 2026 and beyond. I might be biased. I own Nvidia stock myself. I bought Nvidia shares at around $93, but even at the current market price, I would be interested in adding more to my Nvidia position. I'm still in accumulation mode for Nvidia stock. Rather than being interested in selling my existing shares, I'm actually interested in adding more shares to my portfolio."
The speaker expresses strong bullish sentiment on Nvidia, emphasizing its superior performance metrics, valuation, and market leadership in the AI data center category. He indicates his intention to accumulate more Nvidia shares, positioning Nvidia as the best investment among the three stocks discussed for 2026 and beyond.
Nvidia: King of AI Through Extreme Code Design
"Now while I am bullish on both Google and AMD, I always believe that Nvidia is going to be the king for the foreseeable future. Now they mentioned the Ruben platform harnesses extreme code design across hardware and software and what they mean by code design is they work with, they design six different chips. Now all those different chips are optimized to work well with each other to work well with the AI industry and the kind of AI architecture that is happening right now on the software side. So with this amazing extreme code design across their various products, they achieve up to 10 times reduction in inference token cost."
The speaker expresses a strong bullish view on Nvidia, citing its innovative Ruben platform which integrates six specially designed chips to optimize performance in the AI sector. This extreme code design has enabled Nvidia to notably reduce AI inference costs, positioning the company as a future leader in the expanding AI and data center markets.
Nvidia Trade Call: Buy Before Q4 Catalysts
"Once it breaks the $212 barrier, we have blue sky on Nvidia. So, we could see Nvidia up in the 220 to 240 range as soon as the spring and by summer we could be pushing 240 to 250. It is possible if not by the end of the year. So right now there is already a 25 to 30% upside in the next 6 to 12 months in this stock and it is a long-term play."
The speaker delivers a clear trade call for Nvidia, emphasizing that a breakout past the $212 barrier is expected to trigger a rally into the 220-240 range, with potential for further gains. The analysis points to a significant upside of 25-30% over the next 6 to 12 months, underpinned by strong fundamentals and upcoming catalysts.
Nvidia Remains the Undisputed GPU King
"you still have the top dog, Nvidia, NVDA, obvious, but it's still the undisputed GPU king. Blackwell is ramping. Every hyperscaler is buying. Lots of opportunity still here. It's not going to be 100% plus run, but I think it's going to outperform the market by quite a lot."
The speaker highlights Nvidia (NVDA) as the leading player in the AI infrastructure space, emphasizing its dominant market position and robust demand from hyperscalers. The commentary implies that NVDA is well-positioned to outperform the broader market in the coming years.
Nvidia: Undisputed Bedrock of the 2026 AI Economy
"Nvidia stands as an unequivocal strong buy for 2026. Its data center revenue now accounts for 90% of total sales, and the company posted 57 billion in revenue in Q3 fiscal 2026, up 62% year-over-year. With guidance projecting Q4 revenue of 65 billion and a confirmed $500 billion order backlog, strong demand for its Blackwell architecture, and orders for H200 chips following export authorization, Nvidia offers a rare combination of hypergrowth and relative value. This makes it the undisputed bedrock of the 2026 AI economy."
The speaker emphasizes Nvidia's dominant position in the AI and data center space, citing its strong financial metrics, significant order backlog, and future revenue guidance to back a strong buy call for 2026.