Nvidia’s Next Growth Phase: The Vera Rubin Catalyst Takes Shape

Nvidia finds itself at a pivotal juncture within the artificial intelligence investment cycle. As its share price has recently moved sideways, evidence is mounting that its upcoming product generation could extend the company’s growth narrative. The confirmed progression of the new “Vera Rubin” chips into full production—and Nvidia’s ability to navigate the transition from its current Blackwell architecture—is now the focal point for analyst and institutional investor expectations.

Recent filings reveal sustained buying interest from major funds. During the third quarter, Glass Wealth Management increased its Nvidia holding by 8.9%. Gateway Investment Advisers was even more aggressive, boosting its stake by nearly 24%, making Nvidia its largest single portfolio Read more...