Nvidia CEO Jensen Huang Says Vera Rubin Will Be 'More Successful' Than Blackwell As Nvidia's Share In Inf
Benzinga
Last updated: May 21, 2026
Nvidia CEO Jensen Huang highlighted rapid growth in the AI inference market and the expansion of Nvidia's customer base beyond traditional hyperscalers. He also projected strong future demand for Nvidia's upcoming AI architectures and discussed the company's dominance in physical AI applications. This was discussed during Nvidia's first-quarter earnings call, where the company reported significant revenue increases and optimistic future projections.
- Nvidia is experiencing rapid share growth in the AI inference sector, driven by an increasing number of frontier AI companies adopting Nvidia's infrastructure.
- The customer base has diversified, now including companies like Anthropic, Perplexity AI, and Cursor, in addition to traditional hyperscalers.
- Nvidia anticipates substantial capacity expansion for Anthropic in the coming years, marking a significant development for its inference business.
- CEO Jensen Huang expressed strong confidence in the next-generation Vera Rubin AI architecture, predicting it will surpass the success of the current Blackwell platform.
- Every frontier model company is expected to adopt Vera Rubin from its launch, indicating a promising start for the new architecture.
- Nvidia maintains a dominant position in "physical AI," encompassing robotics and autonomous systems, a market it effectively serves exclusively.
- Nvidia reported first-quarter revenue of $81.615 billion, an 85% year-over-year increase, exceeding analyst expectations of $78.796 billion.
- Adjusted earnings per share were $1.87, surpassing Wall Street estimates of $1.76.
- For the second quarter, Nvidia projected revenue between $89.18 billion and $92.820 billion, also topping market consensus.
- Nvidia's stock (NVDA) has shown positive price trends across short, medium, and long terms.
