Good news from the mountaintop!🧐
Morgan Stanley organized a non-financing roadshow for Nvidia yesterday. Nvidia's CEO Jensen Huang, CFO Colette Kress, and head of investor relations participated directly, indicating the company's desire to personally address market concerns about product progress, ASIC competition, and growth sustainability.
The core judgment conveyed in this communication is: even as quarterly revenue approaches $100 billion, Nvidia still believes that growth can continue to accelerate, and the sources of growth are becoming more diverse.
Jensen Huang confirmed that Rubin has not been delayed. (Recent market speculation suggested that Rubin Ultra could be postponed to 2028, and there are also domestic records saying that Rubin has also been delayed.)
Jensen Huang clearly stated during the communication that this claim is not true, and Rubin Ultra will still ship next year. Some rack designs of the Rubin system are indeed being adjusted. The original Kyber rack will be replaced with a "better solution" that may support larger-scale computing domains. However, this is part of system architecture optimization and does not equate to a product delay.
Meanwhile, the 800V power supply and inter-rack optical interconnects are still progressing as planned. At this stage, there has been no substantial change in Nvidia's next-generation product cycle. An ASIC customer is increasing its usage of Nvidia.
Morgan Stanley mentioned that an important customer, which previously primarily used ASICs to develop cutting-edge models and had minimal usage of Nvidia in the past, has now seen Nvidia's involvement rise to nearly 50%.
Morgan Stanley did not directly disclose the customer's name, but based on the characteristics of "cutting-edge models" and "primarily using ASICs," it is very likely referring to Anthropic.
As I mentioned before, SK Hynix's ADR listing in the United States was intentionally suppressed by Wall Street, but now that the dust has settled, it's time to regain what was lost. Next week, the semiconductor industry will continue to celebrate!🎉
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