Nvidia $NVDA ( ▲ 1.85% ) briefly pared its losses in postmarket trading after CEO Jensen Huang said the company’s next-generation Vera Rubin chips are officially in full production, offering reassurance on Nvidia’s product roadmap and execution pace.
Speaking during his CES keynote in Las Vegas, Huang made the timeline explicit. “If Vera Rubin is going to be in time for this year, it must be in production by now,” he said. “And so today I can tell you that Vera Rubin is in full production.”
Why Rubin matters more than the keynote buzz
Vera Rubin is Nvidia’s next flagship AI GPU architecture and the successor to its Blackwell line. While Huang spent much of his presentation highlighting physical AI use cases such as autonomous vehicles and robotics, Nvidia’s financial engine remains its ability to design, manufacture, and ship cutting-edge GPUs at scale to hyperscalers and enterprise customers.
Confirmation that Rubin is already in production helps calm investor nerves around potential delays, supply constraints, or gaps between Nvidia’s major product cycles. It also reinforces the idea that Nvidia is staying ahead of demand rather than reacting to it.
Execution beats storytelling
Nvidia’s leadership has been telegraphing this moment for months. On the company’s Q3 earnings call in November, CFO Colette Kress told investors, “Our ecosystem will be ready for a fast Rubin ramp,” signaling confidence that partners and customers would be prepared once production began.
With Rubin now confirmed as live on the manufacturing line, Nvidia is sending a clear message to the market. The roadmap is intact, the cadence is holding, and the core AI business that pays the bills remains firmly on schedule.