NVIDIA squashes Vera Rubin rumors, first shipments rolling out in July to major AI customers with mass production in 2H 26

NVIDIA has finalized the production version of its Vera Rubin AI platform with ODM partners.

TSMC has started 3nm mass production, with Vera Rubin trial production set to begin in June.

Initial shipments are planned for July to major North American cloud customers, including hyperscalers.

Broader mass production is expected in the second half of 2026, keeping the rollout on schedule despite design rumors.