Nvidia's NDR highlights accelerating growth rates as revenues approach $100 billion per quarter, with AI labs representing 20% of total demand. The company's share of compute has climbed from 2024 to 2026, with both Nvidia and Broadcom's AI businesses growing over 80% next year. Nvidia clarified that Rubin Ultra remains on track to ship next year, despite rumors of a 2028 slip, but confirmed upcoming changes to the system's form factor, replacing the Kyber rack with an improved solution.
Nvidia's continued growth and Rubin Ultra's confirmed 2027 timeline reinforce sustained demand for advanced AI compute, while the rack architecture change signals evolving datacenter design.