en.Wedoany.com Reported - Nvidia announced its first-quarter fiscal earnings after the market closed on May 20 local time. During the earnings call, Chief Financial Officer Colette Kress confirmed to investors that the next-generation Rubin architecture chips are progressing as planned and will begin shipping in the second half of this year.
Kress provided a clear shipping timeline for the Rubin chips during the call. She stated that the company expects the next-generation chips to officially ship to customers in the second half of 2026, noting, "We expect every cloud model builder will deploy Vera Rubin." This statement aligns with the company's remarks during the February earnings call, when Kress disclosed that the first Vera Rubin platform samples had been delivered to customers, mass production preparations were proceeding on schedule, and performance and power specifications had been finalized.
The Rubin platform is Nvidia's flagship architecture designed for the next generation of AI data centers. The platform's core components include an 88-core Vera CPU, a Rubin GPU equipped with 288GB of HBM4, as well as key parts such as the NVLink 6.0 switch ASIC, BlueField-4 DPU, and Spectrum-6 photonic Ethernet. It achieves scale-out interconnectivity through Spectrum-X Photonics Ethernet and Quantum-CX9 Photonics InfiniBand, providing full-stack computing power support for large-scale AI training and inference.
Regarding the long-term revenue target that has drawn significant market attention, Kress further clarified its timeframe during this call. She pointed out that the long-term revenue target concerning "Blackwell architecture and one trillion dollars" specifically covers the period from "calendar year 2025 to 2027." Kress stated that the company is "confident" in this target. Previously, at the GTC conference in March this year, Nvidia founder and CEO Jensen Huang publicly stated that the combined demand for the Blackwell and Rubin GPU platforms would be at least one trillion dollars through 2027.
The mass production deployment of the Rubin platform is accelerating. In February this year, Nvidia completed the delivery of the first Vera Rubin samples to customers, with AI server hardware manufacturers such as Foxconn, Quanta, Supermicro, and Wistron receiving actual chip samples. Some manufacturers can obtain fully integrated NVL72 VR200 complete racks, while Nvidia also plans to deliver L10 VR200 complete compute trays pre-installed with Vera CPUs, Rubin GPUs, cooling systems, and interfaces to partners, simplifying the design and integration work for downstream manufacturers.
Kress also revealed during the call that although the supply of Nvidia's latest chip architecture remains tight, reflecting industry-wide supply constraints on advanced components such as high-bandwidth memory (HBM), long-term supply partnerships and pre-signed supply commitments give the company sufficient strength to meet future shipment needs, including those in 2027.
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