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

The article says Nvidia CEO Jensen Huang pushed back on a SemiAnalysis report that alleged major delays in the company’s Vera Rubin/Kyber rack roadmap. Huang said the delay claims are “not true” and stated that Vera Rubin is already in production, with large-scale production coming soon. The piece argues this matters because Nvidia’s valuation and forward earnings depend on the company maintaining its rapid product cadence and rollout schedule. It notes Nvidia has delivered 14 straight quarters of revenue growth, including Q1 fiscal 2027 revenue of $81.6 billion, up 85% year over year. While the article suggests the delay concerns may be overstated, it warns that any disruption to the update cycle could hurt earnings and potentially open the door for rivals like AMD to gain share. Investors will likely focus on the Aug. 26 earnings call for confirmation of the roadmap and demand outlook.