$NVDA - JPMORGAN ON NVIDIA: SUPPLY TIGHT, RUBIN ON TRACK JPMorgan reiterated an Overweight and $215 PT on NVDA after meeting with IR. Demand still exceeds supply, keeping lead times “in quarters, not months,” even as Blackwell Ultra ramps. NVIDIA confirmed its Vera Rubin platform remains on schedule for 2H26, with all six chips already taped out at TSMC.