• NVIDIA's stock is trading at $12990 following positive sentiment from resolved HBM4 issues on Vera Rubin and improved wafer supply, which may boost H2 data-center revenue.
  • The company's fiscal 2027 H2 data-center revenue is now projected to run about 20% above consensus.
  • This positive development comes as investors also consider recent reports of NVIDIA scaling back its Rubin Ultra AI accelerator to a dual-GPU design to mitigate manufacturing execution risks.