Jensen Huang Says Nvidia's Next-Gen Vera Rubin Chips Will Generate $40 Billion in Revenue per Gigawatt, Up From $25 Billion for Grace Blackwell. What That Means for Nvidia's Growth Runway?

The Motley Fool · Harsh Chauhan · 2026-11-06 14:15 UTC

Nvidia's latest generation of chip systems could drive stronger growth in the company's revenue and earnings.

Nvidia (NVDA +5.64%) dominates the artificial intelligence (AI) chip market, which helps explain why it continues to clock handsome growth even after becoming significantly larger than it was when the AI boom began.

The good news for Nvidia investors is that its AI-fueled growth is sustainable. The company has been pulling the right strings to ensure that it remains the dominant force in AI chips despite intensifying competition. That's precisely why the company expects a substantial jump in revenue from its latest Vera Rubin chips, which Nvidia has started shipping to customers.

Let's look at the reasons why Vera Rubin could help Nvidia sustain its phenomenal growth.

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