Nvidia CEO Huang Reaffirms Rubin Timeline, Addresses ASIC Competition and Open Models

Jensen Huang personally addressed market doubts, reiterating Rubin Ultra on schedule and arguing ASIC competition is non-zero-sum. Nvidia, Palantir, and Meta signed an open letter warning against premature restrictions of open-weight models, stabilizing US AI sentiment. Nvidia earnings preview provides key metrics to watch: gross margin trajectory, China export pain, hyperscaler demand signals. Citadel buying AI stock wagers adds institutional support.