Jensen Huang stated that Vera Rubin hardware is on pace for "giant" production volumes, directly refuting earlier reports from SemiAnalysis about manufacturing delays for a specialized circuit board. Huang made these comments on the sidelines of a developer event in Tokyo, where he discussed NVIDIA's role in Japan's AI ambitions.
NVIDIA's next-gen AI GPU supply is confirmed on track, easing concerns about a critical compute bottleneck for hyperscalers and sovereign AI initiatives.