Nvidia posts investor deck outlining full-stack AI factory strategy and Blackwell-Rubin roadmap

NVIDIA Corporation

NVIDIA Corporation

NVDA

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  • Nvidia outlined a strategy to position itself as a full-stack “AI factory” platform spanning chips, systems, networking, software, tools, and deployment.
  • Roadmap highlighted Blackwell, Rubin, and Feynman platforms, with tighter co-design across CPU, GPU, networking, and systems to sustain annual cadence.
  • Projected more than $1 trillion in cumulative Blackwell and Rubin revenue for CY2025 through CY2027, citing broadening demand beyond hyperscalers.
  • Data center revenue slide showed $48 billion in FY2024, $115 billion in FY2025, $194 billion in FY2026, $75 billion in 2027 (Q1).
  • Performance claims emphasized inference economics, including GB300 NVL72 up to 50x higher throughput per megawatt versus H200 NVL8.


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