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Information Technology · SemiconductorsNVIDIA CORP
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AI Research
GTC $1T Blackwell/Vera Rubin order forecast → +3.8%
Nvidia CEO Jensen Huang kicked off GTC 2026 in San Jose revealing that purchase orders for Blackwell and Vera Rubin architectures are expected to hit $1 trillion through 2027, sending the stock up 3.8%. The company also expanded its self-driving tech partnerships, adding Hyundai, BYD and other automakers. Additionally, Nvidia announced plans with Uber to deploy L4 robotaxis across 28 cities by 2028, powered by the DRIVE Hyperion platform; however, high valuation multiples remain a key risk for investors.
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