Jensen flags inference-demand inflection ahead of May 20 earnings; Rubin in 2026

Jensen Huang highlighted an inflection in inference demand as NVIDIA's next growth driver, with earnings May 20 and a Taipei GTC keynote June 1. Roadmap: Blackwell Ultra ramping, Rubin in 2026, Rubin Ultra 2027, Feynman 2028. Mistral Medium 3.5 also went live on NVIDIA NIM this week.