Nvidia Says Rubin Ultra to Ship Next Year

firstadopter · x · 2026-07-10

Following a meeting with Nvidia CEO Jensen Huang, CFO Colette Kress, and IR head Toshiya Hari, Morgan Stanley relayed several key company statements:

• Growth rates are still accelerating, even with quarterly revenues reaching $100 billion.
• The company believes the Vera Rubin cycle will drive growth over the next 12 months.
• Nvidia firmly denied rumors of Rubin Ultra being delayed to 2028, confirming it will ship next year.
• Product form factors will evolve: the Kyber rack will be replaced by a "better solution," potentially supporting larger single-rack scale-up domains.
• The company views these changes positively, noting they will take calculated risks on their roadmap while quickly making adjustments to mitigate mass-production risks.
• 800V and inter-rack optical interconnect scale-up technologies are proceeding as planned.
• Memory shortages are expected to persist for several years.

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