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Nvidia could deliver a big surprise to Wall Street that would 'power up' its profitability, analyst says

  • Nvidia could release its next-next-generation Rubin GPU six months earlier than expected, boosting revenue growth.
  • An analyst suggests that the early release of the Rubin chip could exceed consensus estimates of 30% revenue growth in 2026.
  • The potential early launch of Rubin would address concerns about the AI bubble and computing limitations.
  • Nvidia's stock has surged 193% this year, following a 236% return in 2023.

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