Jensen Huang Denies Vera Rubin Delay
firstadopter · x · 2026-07-15
Speaking in Tokyo, Jensen Huang stated that the Vera Rubin hardware is already in production and will see "massive volume," denying a SemiAnalysis report from this month claiming that the next-generation AI server rack system was delayed due to manufacturing difficulties with specialized circuit boards.
This is a direct statement regarding the mass production pace of Nvidia's next-gen AI server/rack system. The core message is: the delay rumors are false, and production is already underway.
More from Infra
- Anthropic S-1 chart fuels positive-ROI narrative on AI infrastructure buildout — BenBajarin · 2026-10-26
- Nearly half of Claude revenue now flows through cloud marketplace commitments, up from 11% — BenBajarin · 2026-10-26
- Anthropic ARR goes vertical after price cuts: tokens up 4x, $100B+ ARR back in play — GavinSBaker · 2026-10-26
- Alex Banks argues power caps GPU supply, real risk is demand cooling first — thealexbanks · 2026-10-26
- Analyst: Ant has the most fungible AI workload of any model provider today — BenBajarin · 2026-10-26
- Anthropic S-1: training infra edge cut per-task cost 40% and doubled revenue growth — BenBajarin · 2026-10-26