What is the Nvidia Rubin platform and why does it matter for NVDA stock?

Rubin is Nvidia’s next AI platform, adding six chips and a full supercomputer stack. Nvidia guides to up to 10x lower inference token cost versus Blackwell and 4x fewer GPUs to train MoE models. Lower total cost can drive broader adoption, support margins, and extend Nvidia’s competitive lead, which supports NVDA stock.

How do Microsoft’s AI superfactories affect demand for Nvidia?

Microsoft plans Fairwater AI superfactories that scale to hundreds of thousands of Vera Rubin Superchips. That scale implies multi-year demand for accelerators, networking, and software. It also signals confidence in large language model and inference workloads, improving visibility for Nvidia’s data-center revenue pipeline and capital planning across suppliers in Asia, including Japan.

Is NVDA stock overvalued at a P/E near 46?

The P/E near 46 prices in strong growth, but margins and cash generation are robust. Street targets cluster around 232 to 235, with a high of 352. If Rubin reduces customer costs and expands workloads, earnings power can rise. However, any capex slowdown or stronger competition could pressure multiples and the share price.

What should Japan-based investors watch in the near term?

Focus on Nvidia’s February earnings for backlog, gross margin, and Rubin ramp details. Track Microsoft capacity updates, independent benchmarks, and networking availability. Manage USDJPY risk because NVDA trades in USD. For entries, watch technicals around Bollinger bands and RSI levels, and consider staged buys to handle volatility around news and earnings.

Global Market Insights

NVDA Stock Today: Rubin AI Platform Unveiled; Microsoft Scales — January 7

ByHuzaifa Zahoor January 7, 2026January 7, 2026

NVDA stock is back in focus after Nvidia introduced the Rubin AI platform at CES 2026. The Nvidia Rubin platform targets up to 10x lower inference token cost versus Blackwell and needs 4x fewer GPUs to train MoE models. Microsoft outlined AI superfactories that will scale to hundreds of thousands of Vera Rubin Superchips. For Japan-based investors, this signals durable demand from global cloud players that influences domestic AI buildouts and supply chains. We review price levels, technicals, and key dates to watch.