Vera Rubin platform
Ramping into full production. Partners are in full-scale production and NVIDIA says production shipments start this fall. Management expects hyperscale growth to re-accelerate as Vera Rubin supply grows, per the Q2 FY2027 call.
The numbers
What it is
The successor to Blackwell: a platform of seven chips (Vera CPU, Rubin GPU, NVLink 6 switch, ConnectX-9, BlueField-4, Spectrum-6 and Groq 3 LPU) in five rack types. Rubin GPUs are rated at 50 petaflops of NVFP4 inference per GPU (NVIDIA claim).
Why it matters to the stock. It is the next revenue ramp. Timing of the ramp versus Blackwell demand is the main question for the next two quarters of guidance.
News
NVIDIA opens Vera Rubin rack designs to OCP and joins Open Data Center Specification v0.7
At the OCP Global Summit NVIDIA contributed its Vera Rubin rack and compute tray designs through the open MGX architecture and released four open-source DSX AI Factory components.
Loft Orbital's Altair-1 reaches orbit with NVIDIA Jetson AGX Orin modules
NVIDIA's October 12 France post says Altair-1, the first satellite in a $1 billion, 50-satellite constellation run by Loft Orbital and Orbitworks, has reached orbit.
CoreWeave brings Vera Rubin NVL72 to early access and plans Vera CPU rollout
At CoreWeave's Fully Connected event on September 30, 2026, CoreWeave announced availability of NVIDIA Vera Rubin NVL72 systems to early-access customers, with Cognition the first production customer.
Sea Limited adopts NVIDIA Vera Rubin as first ASEAN enterprise at AI Day Singapore
At AI Day Singapore, held September 22-23, 2026, NVIDIA said Sea Limited is the first ASEAN enterprise to adopt the Vera Rubin platform, to scale AI across Garena, Monee and Shopee.
SpaceXAI adopts NVIDIA Vera CPU and plans Vera Rubin NVL72 on Starmind satellite
NVIDIA said SpaceXAI will use Vera CPUs to speed up the CPU-bound work agents do between model calls, and will expand its Grok infrastructure on Vera Rubin.
NVIDIA invests in Safe Superintelligence and gives it Vera Rubin access
NVIDIA and Ilya Sutskever's Safe Superintelligence announced a long-term partnership in which NVIDIA invests in the startup and gives it access to Vera Rubin systems.
Japan and NVIDIA launch national AI infrastructure with 27,500 Rubin GPUs via Noetra
NVIDIA and Noetra Corp.
NVIDIA Vera Rubin science supercomputers for LRZ, NERSC and Los Alamos
At ISC 2026 NVIDIA said Vera Rubin systems will power Blue Lion at LRZ in 2027, the Doudna system at NERSC, and the Mission, Vision and Veritas systems at Los Alamos.
Nvidia and SK hynix sign multiyear next-generation memory partnership
On June 7, 2026, Nvidia announced a multiyear technology partnership with SK hynix to develop next-generation memory aligned with its AI infrastructure roadmap.
NVIDIA says Vera Rubin ramps into full production; shipments start this fall
NVIDIA said Vera Rubin is ramping into full production with hundreds of supply-chain partners, and that production shipments begin this fall.
NVIDIA unveils Vera CPU for agents at GTC Taipei, shipping from fall 2026
At GTC Taipei NVIDIA introduced Vera, a CPU it positions for agentic AI workloads, and said it is in full production.
GTC 2026: seven Vera Rubin chips in full production; Groq 3 LPX rack unveiled
At GTC 2026 NVIDIA said seven Vera Rubin chips are in full production and announced five rack types, including the Groq 3 LPX inference rack.
NVIDIA releases Vera Rubin DSX AI Factory reference design and Omniverse DSX Blueprint
NVIDIA released the Vera Rubin DSX AI Factory reference design, covering compute, networking, storage, power, cooling and controls, and made the Omniverse DSX Blueprint generally available.
NVIDIA and Thinking Machines Lab agree to at least 1 GW of Vera Rubin systems
NVIDIA and Thinking Machines Lab announced a long-term partnership to deploy at least one gigawatt of next-generation Vera Rubin systems.
NVIDIA and Eli Lilly launch up to $1 billion AI co-innovation lab
NVIDIA and Eli Lilly announced a co-innovation AI lab in the San Francisco Bay Area, where Lilly scientists will work alongside NVIDIA AI engineers on drug discovery.
NVIDIA says Vera Rubin is in full production at CES 2026
At CES 2026 NVIDIA said its six-chip Vera Rubin platform, the successor to Blackwell, is now in full production.