Uploaded August 2026 | Updated September 2026, 2 weeks ago

---

"AI starts and ends with Nvidia (NVDA)," says R. "Ray" Wang, pointing to an anticipated earnings beat and tentative upside surprise in data center revenue to back his claim. He adds that the Mag 7 giant's Blackwell and Vera Rubin roadmaps remain strong as the company expands its reach. As CEO Jensen Huang makes a push to turn AI chips into an asset class, Ray discusses how the financial move adds to Nvidia's "six-layer cake" of an AI ecosystem.

======== Schwab Network ========
Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - schwabnetwork.com/subscribe
Download the iOS app - apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - vizio.com/en/watchfreeplus-explore
Watch on DistroTV - distro.tv/live/schwab-network
Follow us on X – twitter.com/schwabnetwork
Follow us on Facebook – facebook.com/schwabnetwork
Follow us on LinkedIn - linkedin.com/company/schwab-network

About Schwab Network - schwabnetwork.com/about

#nvidia #verarubin #datacenter #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #nvda #ai #artificialintelligence #chips #blackwell #gpu #software #cloud #aiinfrastructure #financing #earnings #guidance #jensenhuang #stockcharts