GoKawiilJensen Huang, chief executive of Nvidia, denied reports about delays of the company's next-generation AI platform and said that production volumes of the upcoming Vera Rubin platforms are 'giant.' He didn't address reports about delays of Vera Rubin Ultra-based rack-scale systems carrying 144 AI GPUs.
"[The reports about Vera Rubin delays are] not true," Huang told reporters on the sidelines of an event in Japan, reports Bloomberg. "Vera Rubin is already in production. Giant amounts of production incoming."
Nvidia confirmed production of its Vera Rubin platform in January and then sampling in February, so the current comment reiterates what we already know. Nvidia stressing that 'giant amounts of production' are incoming is meant to reassure investors that the company is on track to sell a boatload of its next-generation Vera CPUs, Rubin GPUs, and Vera Rubin NVL72 systems in the coming quarters, which means more record-setting quarters.
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What Huang did not address — or perhaps he wasn't asked — is Nvidia's rumored delay of its Kyber NVL144 rack-scale solution with copper interconnects due to the system's complex PCB midplane by more than a year from 2027 to 2028. An alternative dual-rack design has reportedly been canceled and an even larger CPO-based NVL576 configuration may also face delays or limited availability, the same report from SemiAnalysis claimed earlier this month. The setback could leave Nvidia's Rubin Ultra platform with a smaller NVLink scale-up domain than originally envisioned. Nvidia says its roadmap is intact.
The Kyber NVL144 architecture was designed to connect 144 Rubin Ultra GPUs using a copper-based NVLink 7 scale-up fabric, so the machine required a sophisticated PCB midplane to carry high-speed electrical links between the system's components. SemiAnalysis claims that this midplane was challenging to manufacture, leading to a delay. The report does not identify defective chips or problems with particular components mounted on the board, but specifically points to the manufacturability of the PCB infrastructure itself.
"Our roadmap is intact," a spokesperson for Nvidia told Tom's Hardware.
Nvidia's statement on the matter neither confirms nor denies the report, but indicates that the company will be able to offer products mentioned in its roadmap without revealing whether they also remain on their previously announced launch schedules.
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(Image credit: Nvidia)
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