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NVIDIA Confirms Vera Rubin Launch in Q3 With Volume Ramp by Q4, as Blackwell Continues to See Massive Demand

TL;DR AI

Key summary

2 min read
  1. NVIDIA posted record quarterly revenue, powered by surging data center sales.

  2. The company said Vera Rubin shipments will begin in Q3 2026, with a volume ramp expected in Q4.

  3. Blackwell systems remain in exceptionally strong demand, keeping GPU prices elevated.

  4. Tighter supply is also making older chips like Hopper H100 and Ampere A100 more expensive to rent in the cloud.

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