Nvidia Confirms Vera Rubin Chips in Production Amid Delay Concerns
Semiconductor firm Nvidia has addressed recent reports of delays with its Kyber NVL144 rack-scale solution, which houses the Vera Rubin Ultra architecture. CEO Jensen Huang confirmed during a developer event that Vera Rubin chips are already in production and described "giant amounts" coming online soon. While this aligns with earlier statements from January 2026, no specific timeline for the Kyber system was provided. Vera Rubin is central to Nvidia's future earnings projections and valuation as it continues its streak of strong financial performance. The company reported a record $81.6 billion in revenue during Q1 fiscal year 2027 (ended April 26, 2026), driven by consistent GPU innovation and AI demand. Investors are watching closely for signs that the product roadmap remains intact as any major delay could impact earnings growth or open opportunities for competitors like AMD. The next key data point will be Nvidia's upcoming August 26 earnings call.
Topics: AI chips Nvidia roadmap semiconductors