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Rate Of Return2026 is expected to be an optimistic year for NVIDIA.
☞Blackwell will begin large-scale deployment in Q3 2025, and the large models trained with Blackwell are expected to be launched in Q1 2026. Based on the logic that greater computing power leads to greater capabilities, even more impressive large models should emerge.
☞A large number of Blackwell orders will be delivered in FY2027, with revenue continuing to grow at a rate of over 60% that year.
☞The Rubin architecture will be implemented in Q3 and Q4 of FY2027.
☞The mass production of H200 in China in FY2027 will significantly boost NVIDIA's performance. Sales in China were zero in FY2026, and the FY2027 guidance also does not account for performance in China.
☞As time passes in 2026, orders for FY2028 will become increasingly clear, allowing for the calculation of growth in FY2028.
Hold NVIDIA patiently in 2026 and look forward to the rewards of time. 🤔
$NVIDIA(NVDA.US)
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