Nvidia's Jensen Huang Confirmed Vera Rubin Chips Are Already in Production

Nvidia CEO Jensen Huang directly refuted delay reports surrounding the company's Vera Rubin AI chip platform, stating the chips are already in production with "giant amounts of production incoming." The public pushback targets SemiAnalysis claims of a 12-plus month delay to the Kyber NVL144 rack-scale solution, which Huang called "not true."

The clarification carries weight for NVDA's revenue trajectory. Nvidia has projected $1 trillion in combined sales from its Blackwell and Vera Rubin platforms through 2027, making production timelines material to forward earnings estimates. Any significant delay would compress the revenue window and potentially force analysts to revise multi-year models.

SemiAnalysis had flagged the Kyber NVL144 rack-scale configuration as the delayed component, though Huang's statement did not break out production status by specific SKU. The Vera Rubin platform represents Nvidia's next-generation data center architecture following Blackwell.

Huang's on-the-record denial comes as investors scrutinize AI chip supply chains for execution risk. With Blackwell ramping and Vera Rubin now confirmed in production, the company is positioning itself to defend its data center dominance through 2027.