Nvidia Corporation (NASDAQ:NVDA) investors may have to wait longer for mass shipments of its next-generation Vera Rubin AI hardware, but the delay is unlikely to hurt the stock's outlook, says an analyst.
KeyBanc analyst John Vinh said Nvidia's Vera Rubin rollout appears to be slightly delayed due to thermal heat lid issues and delays in SK Hynix Inc.'s (NASDAQ:SKHY) HBM4 memory qualification.
However, he sees little risk to financial estimates, as Nvidia is expected to offset the delay by shipping more B300 GPUs instead of R200 chips, reported Investing.com on Tuesday.
Vinh expects most shipments to come from Nvidia's Rubin platform, with Rubin Ultra beginning to contribute in late 2027.
The firm raised its price target on the stock to $330 from $310, reiterating its Overweight rating.
