Nvidia (NVDA) Stock: GTC 2026’s ’Rubin Ultra Pods’ Blueprint to Fuel 60% Rally?

Wolfe Research warns of a potential 10% correction for Nvidia (NVDA) despite maintaining a bullish long-term outlook, as analyst Chris Caso reiterates a $275 price target implying over 60% upside. The warning stems from near-term market volatility, even as the firm highlights Nvidia's newly unveiled 'Rubin Ultra Pods' from GTC 2026 as a critical, yet underappreciated, catalyst for future growth, calling them the architectural blueprint for next-generation 'agentic AI' data centers.

Next Step For Nvidia NVDA: $300?

Furthermore, Nvidia CEO Jensen Huang spoke on the Lex Fridman podcast, saying, “We’re probably going to have to crank out about 200 of these per week.” Taking that at face value, 200 pods/week could mean ~$120 billion in monthly revenue, compared to the current 2027 estimates of $482 billion yearly.”

For NVDA to reach $300, it needs to jump close to 70% in the next nine months. Huang’s $1 trillion statement is based on the demand for Blackwell and upcoming Vera Rubin architectures through 2027 that can power up Nvidia stock. The high-volume buying isn’t coming from Microsoft or Meta anymore. Amazon Web Services (AWS) is also committed to purchasing 1 million Nvidia GPUs through 2027. This led the Bank of America to provide a price prediction that NVDA could indeed reach $300. Uber also revealed self-driven taxis, powered by Nvidia, would hit the road in 2027.