Jensen Huang confirms Vera Rubin chips in production; partnerships with SSI and Bristol Myers Squibb
Key Questions
Did Jensen Huang confirm production status for Vera Rubin chips?
Huang directly denied SemiAnalysis delay rumors and stated that Vera Rubin chips are already in production. This supports Nvidia's annual cadence thesis.
Who is the first non-hyperscaler customer for Vera Rubin?
Bristol Myers Squibb has been announced as the first Vera Rubin customer outside hyperscalers. This provides a positive signal for broader demand.
What is SemiAnalysis's stance on Nvidia revenue despite the rumor?
SemiAnalysis remains bullish on Nvidia revenue even after the initial delay rumor. The company's denial helps counter bearish narratives around the product timeline.
Huang directly denied the SemiAnalysis delay rumor, stating Vera Rubin chips are already in production. Bristol Myers Squibb is the first non-hyperscaler customer. Nvidia also partnered with Ilya Sutskever's SSI with a $5B investment and Vera Rubin access, deepening moat in frontier AI research. The SSI deal failed to lift NVDA stock amid broader chip weakness.