NVIDIA Confirms Rubin Ultra Roadmap On Track Amid Expanding AI Demand Beyond Hyperscalers

NVIDIA informed investors that its next-generation AI chip roadmap, including the Rubin Ultra and Feynman platforms, remains unchanged. The company emphasized that AI demand is rapidly expanding beyond hyperscale cloud providers to include AI labs, sovereign customers, and enterprise deployments. Citi reaffirmed NVIDIA as its top mega-cap semiconductor pick, citing strong access to constrained DRAM supplies.