By Muhammad Zuhair
Publication Date: 2026-01-19 11:09:00
NVIDIA’s next-gen Vera Rubin AI racks are expected to ship to customers by Q3 of this year, but initial production levels aren’t likely to be “too high”.
Suppliers Face No Issue Ramping Up Vera Rubin Production For Now, Given How NVIDIA Has Retained Several Elements From Blackwell
Team Green surprised us by announcing that Vera Rubin has entered “full production” in Q1 2026, which was seen as a massive achievement, given that NVIDIA delivered earlier than its product cadence. However, NVIDIA didn’t reveal when hyperscalers would receive the first batch of the new AI racks, but according to Quanta’s Executive VP Mike Yang (via Ctee), initial Rubin units could be delivered to customers by August, ensuring complete hyperscaler integration by the last quarter of this year.
Given that the Rubin architecture has shifted from chiplet design to advanced packaging and HBM integration, there were concerns about whether NVIDIA could deliver on its promised “H2 2026” timeline. However, Yang has revealed that several components within NVIDIA’s Rubin infrastructure are the same as those in the Blackwell series, which means transitioning production lines doesn’t pose as big a risk for now. NVIDIA is expected to follow a similar trend to what we saw with Blackwell Ultra, limiting initial shipments and then ramping up volume in Q1 of next year.
For those unaware, the Rubin lineup was unveiled extensively at this year’s CES,…
