Nvidia's Jensen Huang Confirms Vera Rubin Chips Are Already in Production
Nvidia CEO Jensen Huang confirmed that the company's Vera Rubin chips are already in production with 'giant amounts' incoming, countering recent reports from SemiAnalysis about major delays. The research firm had claimed Nvidia's Kyber NVL144 rack-scale solution, designed for the Rubin Ultra architecture, was delayed over 12 months to 2028. Huang stated the reports are 'not true' and emphasized the roadmap is intact. While the chip production confirmation is not new (Nvidia confirmed it in January), Huang's comments address investor concerns about Nvidia's annual AI chip upgrade cadence. Nvidia reported record Q1 FY2027 revenue of $81.6 billion, up 85% year-over-year. The company has forecast $1 trillion combined sales for Blackwell and Vera Rubin through 2027. The next earnings call on August 26 will provide concrete data on the product roadmap's status.
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