Global investment bank UBS has raised its forecast for Nvidia’s next-generation Rubin GPU units by roughly 30%. The bank now projects shipments to climb from 2.3 million to 3 million units in 2026, underlining the unrelenting surge in demand for artificial intelligence (AI) chips and delivering a major tailwind for Nvidia.
Tech investor Beth Kindig highlighted the update on X (formerly Twitter): “UBS just boosted next year’s Rubin GPU unit forecast by ~30% — now expecting 3 million GPU shipments (up from 2.3 million). $NVDA”
Big Wins and Their Impact
- Massive Shipment Upgrade: The jump from 2.3 million to 3 million units reflects insatiable hunger from AI data centers. One user commented, “Proof that demand isn’t slowing — it’s accelerating. The next $NVDA wave is going to be bigger than anyone thought.”
- Narrative Shift in the Market: Earlier skepticism around Rubin is fading fast as major banks like UBS turn decisively bullish. A popular reply read: “God damn, the narrative is flipping hard for $NVDA.”
- Ripple Effects Across the Supply Chain: Rubin Ultra is expected to use 4× more memory than predecessors, directly benefiting suppliers like Micron ($MU). One commenter noted, “Rubin Ultra = 4× memory. That’s why $MU is the most undervalued stock in the entire ecosystem. Nothing else comes close.”
Under CEO Jensen Huang’s leadership, products like Rubin continue to fuel the AI revolution, even as hyperscalers (Google, Amazon, Microsoft, Meta) ramp up their own custom silicon. UBS’s upgraded forecast sends a clear message to investors: Nvidia remains the undisputed leader in the race for AI compute dominance.
This is a major market-moving update proving that AI demand shows no signs of cooling. Is your portfolio ready for the next leg up in $NVDA?
UBS has boosted its Rubin GPU unit forecast for next year by ~30%, now estimating 3 million GPU shipments, up from 2.3 million. $NVDA
— Beth Kindig (@Beth_Kindig) November 29, 2025
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