Nvidia CEO Jensen Huang confirms Vera Rubin chips in production, denies major delay reports

By Lyle Daly, The Motley Fool Published: July 26, 2026, 12:25 PM UTC | 3 min read

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Earlier this month, semiconductor research firm SemiAnalysis reported that Nvidia (NASDAQ: NVDA) was facing major setbacks with its Kyber NVL144 rack-scale solution. According to SemiAnalysis, the server cabinet — designed to house Nvidia's Rubin Ultra architecture — had been delayed by over 12 months, pushing its release to 2028.

Nvidia issued a brief statement asserting that its roadmap remains intact. More recently, CEO Jensen Huang addressed the matter while speaking to reporters at a developer event.

Huang's Response to the Delay Claims

When asked about potential delays in Vera Rubin, Huang stated the reports are "not true." He further explained that "Vera Rubin is already in production. Giant amounts of production incoming."

Although Huang confirmed production, this is not new information — Nvidia had already confirmed the same back in January. It is also worth noting that while Huang addressed chip production, the original report concerned the Kyber rack. Huang did not provide a production timeline, nor did Nvidia in its prior response.

Perhaps most significant for Nvidia investors is Huang's claim about "giant amounts of production," as Vera Rubin is a critical component of the chipmaker's forward earnings projections and valuation.

Why an Intact Roadmap Matters for Nvidia

Nvidia has consistently delivered blowout earnings reports, with revenue growing for 14 consecutive quarters. Most recently, revenue rose 85% year over year to a record $81.6 billion in Q1 of fiscal year 2027 (ended April 26, 2026). This sustained growth stems from Nvidia's position as the leading GPU company and its practice of updating its AI chips annually. AI companies seeking to remain competitive must continually upgrade to Nvidia's latest chips.

This strategy has served Nvidia well, but any major delay that disrupts its update cadence could negatively impact earnings. Earlier this year, Huang provided a sales forecast of $1 trillion combined for Blackwell and Vera Rubin through 2027, leaving little room for setbacks. A slowdown could also give competitors, such as Advanced Micro Devices, an opportunity to cut into Nvidia's market share.

What to Watch

Concerns about delays for Nvidia appear overstated, based on Huang's recent comments. And despite reporting the delays, SemiAnalysis remains bullish on Nvidia, forecasting that the chipmaker's data center revenue will exceed analyst estimates by 20% in the second half of fiscal 2027.

The concrete data will come during Nvidia's upcoming earnings calls, with the next one scheduled for August 26. If Nvidia continues to top analyst expectations and raise guidance, it will be a strong signal that there are no issues with the product roadmap.

This article was originally published by The Motley Fool.