NVIDIA closed the session up 2.95% at $183.32, supported by broader market recovery, as CEO Jensen Huang emphasized the company's strong positioning for 2026 driven by surging AI demand.
- Huang noted that inference token generation has increased tenfold year-over-year, signaling rapid acceleration in agentic AI adoption.
- The Blackwell platform continues to ramp up in full-scale production, while the Rubin GPU launch later in 2026 is expected to drive additional revenue growth.
- The company’s forward P/E of 24.3 appears reasonable given the current momentum in AI infrastructure buildout.