At the tech industry's biggest annual trade show in Las Vegas last week, Nvidia CEO Jensen Huang provided a detailed look at the company's newest line of products, Vera Rubin. He described it as the company's "first extreme-codesigned, six‑chip AI platform," designed to accelerate and lower the costs of inference and training for data centers.
Nvidia is launching this next wave of AI architecture, a vertically stacked powerhouse. The platform uses many interconnected parts that run efficiently. Data centers are the company's biggest growth driver today, and it's where the greatest AI development is happening.
Huang also spoke about several other new programs and products in the works, including open models that serve different fields. He singled out Alpamayo, an open-source model to drive AI progress in autonomous vehicles.
Nvidia has relationships with most of the big tech companies, specifically hyperscalers like Microsoft and Amazon. They rely on its power to drive their ambitions in AI. As Nvidia releases more of these vertical product lines that all work together, these clients are likely to increase their engagement with Nvidia products.
The company is still reporting high sales increases. In the 2026 fiscal third quarter, which ended on October 26, revenue increased 66% year over year. Gross margin was a high 73.4%, and earnings per share were $1.30, up from $1.08 last year.
Nvidia reports 2026 fiscal fourth-quarter earnings on February 25. Investors are likely waiting to hear about the next update.
If you had invested $10,000 in Nvidia stock 10 years ago, you'd have $2.5 million today. However, turning $10,000 into $1 million now is a 10,000% gain, and it's a rare stock that can achieve that. Nvidia is already a large company, and maintaining high growth over an increasingly large base will become more challenging.
For example, if it could maintain a compound annual growth rate of 50% over the next 10 years, it would surpass $10 trillion in sales. Even in that scenario, the total at the end of the decade would be only 5 times higher than today's. It seems highly unrealistic to expect a 10,000% gain for the stock from this point.
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