Nvidia’s share price has surged due to AI dominance. A rumor about the delay of the “Rubin” AI GPU sparked investor concern in mid-August 2025, but Nvidia denied the claims. The Rubin architecture remains on track for second-half 2026, following Nvidia’s product cycle.

Nvidia, based in Santa Clara, California, focuses on gaming GPUs, professional visualization, automotive solutions, and data center AI. The company briefly reached a $4 trillion market cap in July 2025, reflecting investor confidence in AI-driven demand.

Nvidia’s stock has gained about 29% YTD in 2025, outperforming the S&P 500 Information Technology sector. However, the stock’s Price-to-Sales ratio stands at 30, significantly higher than the sector median of 3, indicating a premium valuation compared to peers.

Nvidia’s upcoming Q2 report on Aug. 27 will focus on AI demand sustainability despite geopolitical issues. The company projects Q2 revenue around $44 billion but warns of tighter profit margins due to costs related to unsold China-focused chips.

Wall Street analysts support Nvidia, expecting the Rubin project to stay on schedule. Despite rumors, they anticipate strong growth driven by the Rubin architecture’s release and subsequent upgrades, maintaining a consensus ‘Strong Buy’ rating with a price target of $187.67.

Read more at Yahoo Finance: With Reports of Rubin Delays, How Should You Play NVDA Stock Here?