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Evercore says $NVDA Vera Rubin timeline has been pulled forward by 3–6 months. China export bans freed up supplier capacity, opening the door to shipments as early as end-Q2 2026.

Shay Boloor

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104,259 次观看 • 4 个月前 •via X (Twitter)

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Nvidia $NVDA CEO just said that Vera Rubin is now in full production The supply chain Nvidia created for Vera Rubin is twice as large as Grace Blackwell

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China is no longer the thing you need for the $NVDA bull case. The core story is that utilization is running at full capacity & management already has visibility into ~$500B of Blackwell & Rubin revenue through 2026 without any help from a China rebound.

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