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Barchart
Barchart
Sristi Suman Jayaswal

Want to Invest in Nvidia’s Futuristic Rubin Chips? Consider This 1 ‘Picks-and-Shovels’ Stock Instead.

Artificial intelligence (AI) is an infrastructure race. As models grow larger and workloads grow heavier, the real pressure point is power — how efficiently data centers can feed energy to racks packed with GPUs running nonstop. That’s where power management solutions step out of the shadows, quietly becoming mission-critical to the AI boom.

At CES 2026, AI chip giant Nvidia (NVDA) officially unveiled its futuristic Rubin platform, extending the momentum already built by Blackwell. With Blackwell already setting the pace and Rubin waiting in the wings, the company expects the combined sales of these two platforms to approach a staggering $500 billion in 2026. Rubin, in particular, raises the bar — combining Vera CPUs, Rubin GPUs, and Nvidia’s in-house networking while slashing AI inference costs versus Blackwell.

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