Wells Fargo analyst Aaron Rakers says Nvidia (NVDA) CEO Jensen Haung highlighted an “impressive new metric” during a keynote address today: current 2025-2026 Blackwell plus Rubin demand are 20M graphic processing units. This reflects visibility into more than $500B in cumulative Blackwell and Rubin revenue through 2026, the analyst tells investors in a research note. Nvidia’s data center consensus revenue estimates currently sit at $253.2B and $290.9B for 2026 and 2027, respectively, Wells points out. The firm has an Overweight rating on Nvidia with a $220 price target Shares of Nvidia are up 3% to $198.04 in afternoon trading.
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