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BiyaPay Analyst: Huang Renxun: "500 Billion Is Not Enough to Watch"! Rubin Mass Production Ignites Nvidia's AI Blockchain Fork
BlockBeats News, January 7th. NVIDIA's CFO stated that data center chip revenue is "definitely" expected to exceed the previous $500 billion expectation by the end of 2026; Huang Renxun also emphasized that the Rubin platform has been fully launched, with a significant reduction in inference costs, and mentioned strong demand from Chinese customers. Market reaction was mixed: storage-related stocks surged, while some data center cooling chain stocks were under pressure.
BiyaPay analysts believe that in the short term, the "guidance revision + product cycle" is still the main catalyst for AI, but the industry chain will shift from "general increase" to "structural selection." BiyaPay supports trading US stocks, making it easier to seize opportunities in NVDA and the industry chain, and manage positions and volatility.
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