Nvidia CEO Jensen Huang says that the corporate’s next-generation AI superchip platform, Vera Rubin, is on schedule to start arriving to prospects later this 12 months. “At the moment, I can let you know that Vera Rubin is in full manufacturing,” Huang stated throughout a press occasion on Monday on the annual CES know-how commerce present in Las Vegas.
Rubin will lower the price of working AI fashions to about one-tenth of Nvidia’s present main chip system, Blackwell, the corporate instructed analysts and journalists throughout a name on Sunday. Nvidia additionally stated Rubin can practice sure giant fashions utilizing roughly one-fourth as many chips as Blackwell requires. Taken collectively, these good points might make superior AI techniques considerably cheaper to function and make it tougher for Nvidia’s prospects to justify shifting away from its {hardware}.
Nvidia stated on the decision that two of its current companions, Microsoft and CoreWeave, will probably be among the many first firms to start providing providers powered by Rubin chips later this 12 months. Two main AI information facilities that Microsoft is at the moment constructing in Georgia and Wisconsin will finally embrace 1000’s of Rubin chips, Nvidia added. A few of Nvidia’s companions have began working their next-generation AI fashions on early Rubin techniques, the corporate stated.
The semiconductor big additionally stated it’s working with Crimson Hat, which makes open supply enterprise software program for banks, automakers, airways, and authorities companies, to supply extra merchandise that may run on the brand new Rubin chip system.
Nvidia’s newest chip platform is known as after Vera Rubin, an American astronomer who reshaped how scientists perceive the properties of galaxies. The system contains six completely different chips, together with the Rubin GPU and a Vera CPU, each of that are constructed utilizing Taiwan Semiconductor Manufacturing Firm’s 3-nanometer fabrication course of and essentially the most superior bandwidth reminiscence know-how out there. Nvidia’s sixth-generation interconnect and switching applied sciences hyperlink the assorted chips collectively.
Every a part of this chip system is “utterly revolutionary and the perfect of its sort,” Huang proclaimed through the firm’s CES press convention.
Nvidia has been creating the Rubin system for years, and Huang first introduced the chips had been coming throughout a keynote speech in 2024. Final 12 months, the corporate stated that techniques constructed on Rubin would start arriving within the second half of 2026.
It’s unclear precisely what Nvidia means by saying that Vera Rubin is in “full manufacturing.” Sometimes, manufacturing for chips this superior—which Nvidia is constructing with its longtime associate TSMC—begins at low quantity whereas the chips undergo testing and validation and ramps up at a later stage.
“This CES announcement round Rubin is to inform buyers, ‘We’re on monitor,’” says Austin Lyons, an analyst at Artistic Strategists and writer of the semiconductor business publication Chipstrat. There have been rumors on Wall Avenue that the Rubin GPU was working not on time, Lyons says, so Nvidia is now pushing again by saying it has cleared key improvement and testing steps, and it’s assured Rubin remains to be on track to start scaling up manufacturing within the second half of 2026.
In 2024, Nvidia needed to delay supply of its then-new Blackwell chips as a consequence of a design flaw that brought about them to overheat after they had been related collectively in server racks. Shipments for Blackwell had been again on schedule by the center of 2025.
Because the AI business quickly expands, software program firms and cloud service suppliers have needed to fiercely compete for entry to Nvidia’s latest GPUs. Demand will probably be simply as excessive for Rubin. However some companies are additionally hedging their bets by investing in their very own customized chip designs. OpenAI, for instance, has stated it’s working with Broadcom to construct bespoke silicon for its subsequent era of AI fashions. These partnerships spotlight a longer-term threat for Nvidia: Prospects that design their very own chips can achieve a stage of management over their {hardware} that the corporate doesn’t provide.
However Lyons says at present’s bulletins show how Nvidia is evolving past merely providing GPUs to changing into a “full AI system architect, spanning compute, networking, reminiscence hierarchy, storage, and software program orchestration.” Whilst hyperscalers pour cash into customized silicon, he provides, Nvidia’s tightly built-in platform “is getting tougher to displace.”
