NVIDIA Vera Rubin Production Schedule Accelerated, First Batch Delivery Expected in July

NVIDIA's next-generation flagship AI platform, Vera Rubin, is accelerating its mass production pace. According to Taiwan's Economic Daily, NVIDIA has finalized the mass production plan with its ODM (Original Design Manufacturer) partners, planning to start a trial production in June, and to ship the first batch to Microsoft, Google, Amazon, Meta, and Oracle from July onwards.

This shifts the market focus from speculation on specifications to delivery verification. The report suggests that recent claims about design issues and specification adjustments for Vera Rubin may not be accurate, or are based on early information that has been corrected; if the mass production version is already finalized, the supply chain's assessment of the shipment pace for the second half of the year will be more reliable.

TSMC has initiated mass production of the Vera Rubin chips with a 3-nanometer process, with Foxconn, Quanta, and Wistron set to fully ramp up in the second half of 2026, with large-scale shipments starting as early as the third quarter. This means that the first batch delivery in July is not only a single product node for NVIDIA but also a concern for whether advanced processes, assembly of complete machines, and the memory chain can scale up in tandem.

The report states that each Vera Rubin AI server rack is priced at approximately $180 million, if major cloud service providers enter the delivery cycle as planned, supply chain orders are expected to enter a more direct verification phase.

Memory will be one of the key variables. The report mentions that the Rubin GPU will be equipped with HBM4 (fourth-generation high-bandwidth memory), while the Vera CPU will be fitted with up to 256GB of SOCAMM2 LPDDR5X memory. The higher complexity of the platform, the higher the requirement for synchronized delivery across all segments.