---
format: "aidr-story-markdown/v1"
id: "1a89924f37cfe4757be6510f8219851aef935394c0dbd02bb6233daf18212b58"
canonical_url: "https://aidr.today/1a89924f?lang=en"
title: "Nvidia Forecasts $20B Vera Rubin Q3 Revenue, More Than Double Morgan Stanley Estimate"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
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published_at: "2026-08-29T23:37:37.000Z"
category: "Chips"
topics: ["nvidia","amazon","chips","infra"]
source_urls: ["https://huggingnews.com/ai/nvidia-forecasts-20b-vera-rubin-q3-revenue-more-than-double-morgan-stanl-77d62170","https://x.com/Beth_Kindig/status/2093757661833482687","https://x.com/Beth_Kindig/status/2093820733524787450","https://x.com/Beth_Kindig/status/2093820744199213132"]
summary: "The Vera Rubin platform is projected to generate 20% of data center revenue in the third quarter, totaling approximately $20 billion. This figure is more than double the $9 billion contribution forecasted by Morgan Stanley for the period. Nvidia also plans to raise prices for Vera Rubin and Grace Blackwell servers by 15% in early 2027. The chipmaker expanded its partnership with Amazon, noting in its second-quarter report that AWS is deploying additional infrastructure. These steps come as the company accelerates the ramp of the Rubin line to meet sustained demand for AI computing."
---

# Nvidia Forecasts $20B Vera Rubin Q3 Revenue, More Than Double Morgan Stanley Estimate

> [Open the canonical story](<https://aidr.today/1a89924f?lang=en>)

**Published:** 2026-08-29T23:37:37.000Z
**Category:** Chips
**Topics:** nvidia, amazon, chips, infra

## Summary

The Vera Rubin platform is projected to generate 20% of data center revenue in the third quarter, totaling approximately $20 billion\. This figure is more than double the $9 billion contribution forecasted by Morgan Stanley for the period\. Nvidia also plans to raise prices for Vera Rubin and Grace Blackwell servers by 15% in early 2027\. The chipmaker expanded its partnership with Amazon, noting in its second\-quarter report that AWS is deploying additional infrastructure\. These steps come as the company accelerates the ramp of the Rubin line to meet sustained demand for AI computing\.

## Sources

- [Story source](<https://huggingnews.com/ai/nvidia-forecasts-20b-vera-rubin-q3-revenue-more-than-double-morgan-stanl-77d62170>)
- [Supporting source](<https://x.com/Beth_Kindig/status/2093757661833482687>)
- [Supporting source](<https://x.com/Beth_Kindig/status/2093820733524787450>)
- [Supporting source](<https://x.com/Beth_Kindig/status/2093820744199213132>)