Prediction: Nvidia will fulfill this crucial promise in 2026 ( and the stocks will soar )

Key aspects

The demand for Nvidia's Blackwell architecture, launched last year, and the recent Blackwell Ultra has been strong.

The company has prioritized frequent innovation.

Gate has shown steady growth in the cryptocurrency market.

Nvidia (NASDAQ: NVDA) has generated billions of dollars in profits in recent years due to its leadership in the artificial intelligence chip market (AI). Like others, the tech company manufactures graphics processing units (GPU) that drive important AI tasks such as model training and inference, but what sets Nvidia apart from its rivals is that its GPUs are the fastest on the market.

Companies looking to enhance their AI projects have joined and continue to line up to acquire the latest products that will make their AI programs more efficient. Therefore, to maintain their market position and continue growing, Nvidia is focusing on innovation.

The company launched its Blackwell architecture last year, and the platform generated $11 billion in its first marketing quarter. Recently, the company released the Blackwell Ultra update, and Nvidia's CEO, Jensen Huang, claims that demand has been “extraordinary.”

Despite this momentum, some investors are concerned about the slowdown in revenue growth for the business (, which has dropped from triple digits to double digits in recent quarters ), and the possibility that competition may impact future growth. But there is a key way to stay ahead, and that is by fulfilling a crucial promise made to investors and customers. My prediction is that the company will do this in 2026, and this will lead to greater profits for this leading AI stock.

Rubin will bring “revolutionary advancements”

First, let's examine the chip designer's commitment. Nvidia says its goal is to update its chips annually, starting with the launch of Blackwell. The company has established a roadmap of releases up to 2028, and next on the list is the Rubin architecture. In the last earnings call, Huang said he would wait until the company's GTC event ( one scheduled for October and another for March ) to discuss the product in detail, but he stated that Rubin will bring “revolutionary advancements.”

It also points out that it is important for customers to develop at an annual pace to integrate the latest updates from their company, as each one will help them reduce costs and maximize revenues over time due to improvements in efficiency and performance.

My prediction is that the chip manufacturer will fulfill its promise of annual releases, bringing Rubin to market next year, and I say this because Rubin chips are on track to meet that goal. The company has just announced that it has passed the “tape out” phase - when the final chip design is sent to a manufacturer for actual production. The items in production at Taiwan Semiconductor Manufacturing include the Vera central processing unit, the Rubin GPU, switches, and a silicon photonics processor.

Using Blackwell as a guide

Now, let's talk about the second part of my prediction: the idea that stocks will rise. If the company launches Rubin when expected, it may be accompanied by comments about demand.

And if Blackwell and Blackwell Ultra serve as a guide, demand could be high, which would boost sales in the last quarters of the year and into the next. Moreover, due to the rapid scaling of Blackwell, the chip manufacturer is becoming more accustomed to the process, so it is likely to gain in efficiency.

This should support margin growth. Currently, Nvidia has been able to maintain a gross margin above 70%, even during the launch of Blackwell.

And this - a new product on the market that drives profit growth - could lead to another wave of profits for stocks.

Of course, Rubin's story may not unfold exactly as planned. Any issues in the process from this point on could disrupt the timeline, and that kind of news could harm stock performance, at least in the short term. As I mentioned earlier, it is crucial to maintain the pace of innovation to stay ahead in the market.

But, considering the business design experience and production capabilities of TSMC, it is reasonable to be optimistic about the outcome at this stage of the process. And that is why I predict that Nvidia will fulfill its innovation promises in 2026, and the shares, after having risen more than 1,000% in the last three years, could achieve another great victory for investors.