By Anthony Di Pizio
Publication Date: 2026-03-06 17:00:00
Key Points
Nvidia will begin shipping commercial volumes of its next-generation Vera Rubin platform in the second half of 2026.
CEO Jensen Huang recently explained why he believes that spending on AI data center infrastructure won’t be slowing down anytime soon.
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Nvidia (NASDAQ: NVDA) supplies the world’s best graphics processing units (GPUs), which are the primary chips used to power the development of artificial intelligence (AI) software. Now, it’s gearing up to ship processors based on its new Rubin GPU architecture, which will offer further increases in performance over its industry-leading Blackwell chips.
In other words, although its competitors are ramping up their efforts in the AI accelerator space, Nvidia is primarily competing with itself right now, and it’s experiencing more demand than it can possibly meet. And during its Feb. 25 conference call with investors following the release of its fiscal 2026 fourth-quarter results, CEO Jensen Huang made a series of comments that suggest demand could surge even further from here.
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Image source: Nvidia.
The Vera Rubin platform is a game-changer for AI developers
Nvidia’s original AI data center GPU, the H100, which launched in 2022, was built on…
