Jensen Huang on Nvidia's Rubin AI & Top 3 Supply Chain Stocks

Nvidia's Next-Gen AI & Supply Chain Coordination

• 💡 Jensen Huang confirmed that Nvidia's next-generation Vera Rubin architecture is deep in testing, with seven Rubin chips already in labs.
• 🚀 The success of the Blackwell platform was attributed to Nvidia's extensive semiconductor supply chain coordination, involving partners like TSMC, SK Hynix, and Micron.
• ✅ Huang emphasized that concerns about an AI bubble are irrelevant, given the exponential growth in AI adoption, compute demand, and real-world applications.
• 📌 The Rubin architecture is expected to be a massive success, built on a rack-scale platform utilizing NVLink 72 technology.

Micron Technology: HBM Leadership

• 📈 Micron Technology (MU) has transformed into a critical enabler for AI, providing essential high-performance DRAM and High Bandwidth Memory (HBM) for AI data centers.
• 📊 The company reported its strongest fiscal Q4 2025 results, with revenue of $11.32 billion, primarily driven by AI infrastructure demand.
• 🎯 Micron is strategically expanding its capacity with an $18 billion DRAM-centric capex through 2026, anticipating the global HBM market to exceed $100 billion by 2030.
• 💡 Its HBM4 roadmap is already aligned with TSMC for next-generation logic die production, positioning it as a leader in the upcoming AI wave.

Super Micro Computer: AI System Assembly

• 🛠️ Super Micro Computer (SMCI) is uniquely positioned as an agile assembler of NVIDIA-powered AI clusters and physical AI supernodes.
• 🚀 The company recently raised its full-year revenue outlook to over $36 billion, reflecting intense global demand for AI system deployment.
• ⚙️ Super Micro is scaling capacity to deliver up to 6,000 AI racks per month, preparing for complex multi-rack systems and integrating AMD's Helios full AI system.
• ✅ Its advantage lies in engineering speed, customization, and readiness, crucial for the demands of the Rubin era.

Marvell Technology: Networking & Custom Silicon

• 🌐 Marvell Technology (MRVL) builds the essential connective tissue for modern AI data centers, including interconnects, optical links, and custom silicon.
• 🔬 Over 80% of its R&D is now focused on AI and data centers, creating a full-stack platform for custom accelerators and advanced networking.
• 📈 Marvell currently holds 13% of the data center silicon market and aims to reach 20% by 2028, backed by 18 multi-generational custom AI silicon design wins.
• 💰 Despite significant growth, the stock trades at a valuation discount, making it a potentially undervalued winner in the upcoming AI buildout.