Nvidia Stock Soars 15.5% to $210 After Rubin CPX GPU Reveal – Here’s Why Analysts Are Bullish

• Why Did Citi Raise Nvidia’s Price Target to $210?
• What’s Special About the Rubin CPX GPU?
• How Does the $100B OpenAI Deal Fit In?
• Is Cerebras a Real Threat to Nvidia?
• What’s Next for Nvidia’s Stock?
• FAQs

Nvidia’s stock just got a juicy 15.5% price upgrade from Citi to $210, fueled by its next-gen Rubin CPX GPU unveiling and a staggering $100B OpenAI investment. While rivals like Cerebras make noise, Nvidia’s AI dominance looks unshakable—for now. Here’s the breakdown of why Wall Street’s betting big on Jensen Huang’s tech juggernaut.

Why Did Citi Raise Nvidia’s Price Target to $210?

Citi analysts, led by Atif Malik, bumped Nvidia’s price target to $210 after the company’s Rubin CPX GPU reveal and its $100B OpenAI partnership. The BTCC team notes this reflects confidence in Nvidia’s “AI infrastructure moat”—its ability to outspend and out-innovate rivals. Despite the raise, it’s still shy of the Street’s $213.34 average (per LSEG data). Fun fact: Nvidia shares are already up 35% YTD. Not too shabby for a chipmaker, eh?

What’s Special About the Rubin CPX GPU?

Slated for late 2026, Rubin CPX isn’t just another GPU—it’s Nvidia’s play to own real-time AI video generation. Imagine Midjourney but for 4K video in seconds. Malik emphasized this aligns with Nvidia’s “roadmap autonomy” (no changes to ARM commitments). The chip’s timing is chef’s-kiss perfect: it’ll debut when AI video tools are expected to explode. Insider whisper: GTC Washington in October could be Rubin’s HYPE machine, with CEO Jensen Huang keynoting.

How Does the $100B OpenAI Deal Fit In?

Nvidia’s throwing monopoly money at AI infrastructure—$100B to build data centers for OpenAI’s gargantuan models. Malik clarified this doesn’t alter Nvidia’s internal plans but does juice sales forecasts: +1% for 2026, +10% for 2027. Current projections? $54B in October, $62B by January. For context, that’s enough to buy 62 billion avocado toasts. The MOVE signals Nvidia’s doubling down on being AI’s “pickaxe seller,” as the BTCC team puts it.

Is Cerebras a Real Threat to Nvidia?

Silicon Valley’s Cerebras just bagged $1B in funding (thanks partly to TRUMP Jr.-linked 1789 Capital), pushing its valuation to $8.1B. CEO Andrew Feldman boasted about their “dinner plate-sized” chip outperforming Nvidia in coding tasks. But let’s be real—Nvidia’s CUDA ecosystem is the Windows of AI development. As one hedge fund manager told me: “Cerebras is interesting, but Nvidia’s got the devs, the docs, and the dopamine hits when stocks rally.”

What’s Next for Nvidia’s Stock?

GTC Washington (late October) is the next catalyst. Historically, these events move NVDA stock, and with Rubin + OpenAI news fresh, expect fireworks. The BTCC team flags two risks: 1) Can Nvidia meet its own sky-high forecasts? 2) Will hyperscalers start designing their own chips? But with AI spend projected to hit $1T by 2030 (TradingView data), there’s enough pie for everyone.

FAQs

What’s Nvidia’s new price target?

Citi raised it to $210, a 15.5% increase, following the Rubin GPU announcement.

When does Rubin CPX launch?

Late 2026—just in time for the AI video generation Gold rush.

How much did Nvidia invest in OpenAI?

A cool $100 billion for AI data centers. That’s roughly 25% of Apple’s cash pile.

Is Cerebras better than Nvidia?

For niche tasks? Maybe. For the entire AI stack? Not even close. CUDA’s moat is wider than the Grand Canyon.