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The 3 Stocks Riding NVIDIA's Massive Vera Rubin Rollout
NVIDIA is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has Arrived
A few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot as evidence.
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI
According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to Watch
Below are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
AI cloud provider CoreWeave completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
As always, Taiwan Semiconductor will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
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Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: NVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan
For Immediate Release
Chicago, IL – June 2, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA (NVDA - Free Report) , HubSpot (HUBS - Free Report) , Fluence Energy (FLNC - Free Report) , CoreWeave (CRWV - Free Report) and Taiwan Semiconductor (TSM - Free Report)
The 3 Stocks Riding NVIDIA's Massive Vera Rubin Rollout
NVIDIA is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has Arrived
A few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot as evidence.
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI
According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to Watch
Below are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
AI cloud provider CoreWeave completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
As always, Taiwan Semiconductor will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.