Everybody wants a seat on the Vera Rubin rocket ship.
After Nvidia $NVDA ( ▼ 2.15% ) CEO Jensen Huang confirmed that the company’s next-generation Vera Rubin AI chips are already in full production, several partners quickly moved to remind investors that they will be part of the rollout. Those announcements helped push related stocks higher on Tuesday, even though most later gave back some gains.
Cloud providers scramble to signal early access
Nebius $NBIS ( ▲ 1.13% ) said it plans to deploy the NVIDIA Rubin platform through its Nebius AI Cloud and Nebius Token Factory, targeting customer availability starting in the second half of 2026. The company framed the move as a way to unlock next-generation reasoning and agentic AI capabilities as the Rubin cycle ramps.
CoreWeave $CRWV ( ▼ 0.12% ) followed with a similar message, saying it expects to be among the first cloud providers to deploy the Rubin platform in H2 2026. The company emphasized flexibility and customer choice as AI systems scale, positioning itself as an early beneficiary of Nvidia’s next hardware wave.
Hardware vendors lean into the Rubin cycle
Server maker Super Micro Computer $SMCI ( ▼ 0.37% ) also joined the chorus, announcing expanded manufacturing capacity and enhanced liquid-cooling capabilities developed in collaboration with Nvidia. The goal is to deliver data center-scale systems optimized specifically for the Vera Rubin and Rubin platforms as soon as they hit the market.
Why this matters
The rapid response from partners underscores how important the Rubin transition is for the broader AI ecosystem. With Nvidia confirming production timelines, everyone from cloud providers to hardware vendors is eager to show investors that they are locked in early for what could be the next major phase of the AI infrastructure build-out.