Jensen Huang confirmed that 800V and rack-to-rack optical interconnects are progressing as planned, with no material delays. He also stated that the next-generation flagship Rubin Ultra GPU remains on track to ship next year, refuting rumors of a 2028 delay. Huang further noted that a leading frontier lab, previously reliant on internal ASICs, has shifted nearly 50% of its compute load to NVIDIA.
NVIDIA's next-gen GPU and networking supply chain remains on schedule, while a major AI lab's shift to NVIDIA from internal ASICs validates the company's competitive moat.