Digi Power X | 8-K: FY2026 Q2 Revenue: USD 6.6 M
Earnings Watch·Nvidia's Vera Rubin Hardware Rollout May Be Slightly Delayed, But Analyst Still Expects a 62% Upside—Here's Why
benzinga_article·- Nvidia Corporation faces delays in the mass shipment of its Vera Rubin AI hardware due to thermal issues and memory qualification delays. - KeyBanc analyst John Vinh raised the stock's price target from $310 to $330, citing strong demand and a significant increase in its 2027 supply forecast. - Despite the setbacks, Vinh believes there is little risk to Nvidia's financial outlook, as they are expected to ship more B300 GPUs to offset any delays.