Bernstein stated in a research report that Nvidia's upcoming Vera Rubin platform may further expand its leading position in the artificial intelligence hardware sector.
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Bernstein maintains its Buy rating on NVIDIA and a target price of $300. The institution stated that the new platform, planned to start shipping in the second half of 2026, could deliver approximately 5 times the inference performance of current systems and 3.5 times the training performance.
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