At Computex 2026, Nvidia CEO Jensen Huang announced that the Vera Rubin chip (the successor to Grace Blackwell) is now in full production, with a supply chain nearly twice the size of the Grace Blackwell ramp.
Nvidia also launched the RTX Spark superchip in collaboration with Microsoft for a new line of Windows AI PCs, positioning the Vera CPU for agentic AI (AI systems that autonomously make decisions and execute tasks).
Deutsche Bank reiterated a Hold rating on Nvidia stock with a $255 price target on June 2nd, noting the company's strategic focus on CPUs alongside its existing GPU leadership.
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