Nvidia Expects $500 Billion in Orders by 2026, Fueling Stock Rally

Wednesday, Nov 5, 2025 6:02 am ET1min read
NVDA--

Nvidia CEO Jensen Huang announced $500 billion in orders for its Blackwell and Rubin GPUs through 2026, exceeding analyst projections. This has the potential to ignite a massive rally in the stock, with Nvidia's stock potentially doubling by 2026. The announcement also addressed concerns about Nvidia's dominance in the AI space. If Nvidia delivers on its orders, it could cross a $10 trillion market cap by the end of next year.

Nvidia Expects $500 Billion in Orders by 2026, Fueling Stock Rally

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