Autonation

Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.

1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...