NVDA is trading at $180.56 (+5.05%) following news that its next-generation Rubin architecture will enter mass production in February 2026, supported by a massive $500 billion order backlog.
- Hyperscalers including Microsoft and Meta have driven the record backlog, signaling robust AI demand that outweighs recent market profit-taking and spending fears.
- Analysts maintain a Strong Buy consensus as the stock rebounds alongside a 1.18% gain in the NASDAQ, recovering from a week of tech-sector declines.