Morgan Stanley organizes Nvidia executive roadshow: confirms single-quarter revenue exceeds 100 billions and affirms Rubin Ultra is on schedule

Glonghui July 12｜Recently, Morgan Stanley organized a non-deal roadshow for Nvidia. Nvidia CEO Jensen Huang, CFO Colette Kress, and the head of investor relations participated directly, indicating the company's intention to personally address the market's questions regarding product progress, ASIC competition, and growth sustainability. Key points from the meeting: ⭐️Revenue Growth: Quarterly revenue has reached the scale of 10 billion USD, and the growth rate continues to accelerate; ⭐️Rubin Cycle: The Vera Rubin cycle remains robust, expected to drive performance growth over the next 12 months; ⭐️New Product Timeline Clarified: Rubin Ultra will be shipped next year, officially denying rumors of a delay to 2028; ⭐️Product Iteration: The Kyber rack will be replaced by a more advanced solution in the future, supporting larger-scale single rack vertical expansion, with the roadmap adjusted flexibly to reduce capacity ramp-up risk; ⭐️Technical Roadmap: Key technologies such as 800V power supply and optical vertical expansion between racks are progressing steadily according to plan; ⭐️Supply Judgment: Memory supply shortages are expected to persist for several years to come.