5 Best Tech Stocks to Buy Now for the “Vera Rubin” Chip Cycle

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1. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 275

NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoting its latest Vera CPU to Chinese cloud and data-center customers, informing them that the chip might be available as early as August and that orders were already being taken.

The sales effort represents a strategic shift for NVIDIA, as US export constraints have essentially kept its high-end GPU portfolio away from the Chinese market. NVIDIA’s market share in China had virtually plummeted to zero, according to CEO Jensen Huang, owing to US export limitations on high-end chips and Beijing’s aim for self-reliance in critical technologies.

CPUs provide NVIDIA Corporation (NASDAQ:NVDA) with a mostly unhindered route back into one of the biggest data-center sectors in the world since they are subject to fewer regulations than the company’s high-end GPU products.

According to Reuters, a leading Chinese cloud provider intends to acquire around 300 servers, each with two Vera CPUs, for preliminary testing before adopting larger-scale installations.

NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.

While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: Starter Stock Portfolio: 14 Safe Stocks to Buy Now and 40 Most Popular Stocks Among Hedge Funds Heading Into 2026.

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