Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang has pushed back against reports that the company’s next-generation Vera Rubin AI accelerator platform is facing manufacturing setbacks, saying production is already underway.
Speaking with reporters at a developer event in Tokyo on Wednesday, Huang dismissed the reports and stated that “Vera Rubin is already in production. Giant amounts of production incoming,” according to Bloomberg.
His comments followed a report from research firm SemiAnalysis that Nvidia’s Vera Rubin AI server rack system, including its Kyber rack platform, was facing delays due to challenges manufacturing a specialized circuit board used to connect electronic modules.
Nvidia has denied that its roadmap has been pushed back, with a company spokesperson saying the Vera Rubin platform remains on track. The report had raised concerns among investors that delays could give rivals such as Advanced Micro Devices more time to advance its competing MI350 and MI400 AI accelerator offerings.
SemiAnalysis is known for its analysis of Nvidia’s supply chain and AI infrastructure, making its report notable among industry observers.
Huang’s comments provide the company’s first direct public response to the claims, with the CEO emphasizing that production volumes are ramping as planned.
Shares of Nvidia were down about 1% late morning on Wednesday.