Nvidia CEO Jensen Huang confirmed that next-generation Vera Rubin AI accelerator chips have already entered production, ahead of expected market availability.

Earlier this month, semiconductor research firm SemiAnalysis reported that Nvidia (NASDAQ: NVDA) was facing major setbacks with its Kyber NVL144 rack-scale solution. The server cabinet, designed to house Nvidia's Rubin Ultra architecture, had been delayed over 12 months to 2028. Nvidia responded with a brief statement that its roadmap remains intact. More recently, CEO Jensen Huang addressed the matter while speaking to reporters at a developer event.

When asked about potential delays in Vera Rubin, Huang dismissed the reports as "not true." He went on to state that "Vera Rubin is already in production. Giant amounts of production incoming."

While Huang's confirmation of production carries weight, this detail is not new—Nvidia confirmed the same in January. It is worth noting that although Huang addressed chip production, SemiAnalysis's report focused on the Kyber rack itself. Huang provided no production timeline, nor had Nvidia in its earlier response.

For Nvidia investors, the significance lies in Huang's assertion about the volume of production to come, given that Vera Rubin is central to the company's forward earnings projections and valuation.

Nvidia has delivered consistently strong earnings, with revenue growing for 14 consecutive quarters. Most recently, revenue reached a record $81.6 billion in Q1 fiscal 2027 (ended April 26, 2026), representing 85% year-over-year growth. This performance reflects Nvidia's dominance as the leading GPU supplier and its practice of releasing updated AI chips annually—a cadence that AI companies must match to remain competitive.

That formula has served Nvidia well, but any significant delay disrupting the update cycle could damage earnings. Earlier this year, Huang provided a combined sales forecast of $1 trillion for Blackwell and Vera Rubin through 2027, leaving little margin for setback. A production slowdown would also create openings for competitors like Advanced Micro Devices to gain share.

Based on Huang's recent comments, delay concerns appear overstated. Despite reporting the delays, SemiAnalysis maintains a bullish view of Nvidia, forecasting that data center revenue will exceed analyst estimates by 20% in the second half of fiscal 2027.

Definitive answers will emerge from Nvidia's earnings calls, with the next scheduled for August 26. If Nvidia continues to exceed expectations and raise guidance, that would suggest the product roadmap faces no material issues.