A few weeks ago, NVIDIA's CEO, Jensen Huang, showcased the next-gen Vera Rubin Superchip for the first time at GTC 2025 in Washington. We got to see two super massive GPUs stacked together with the next-generation Vera CPU, and loads of LPDDR memory on the outskirts. The Vera Rubin Superchip will lay the framework for the next wave of AI computing in data centers, and it looks like there are some good reports regarding the production timeline.

According to UDN, it is reported that during a recent visit to Taiwan, where Jensen Huang visited TSMC, he stated that the next-generation Rubin GPU is already entering the production line. This is big because just a few days back, Jensen had stated that they had received the first Rubin GPUs in the labs, so going from that to entering production in just a few days is groundbreaking.

While Rubin enters production, NVIDIA's current-gen Blackwell and Blackwell Ultra GPU demand remains unstoppable. This huge demand has prompted TSMC to boost its 3nm production by 50% to prepare well for Rubin GPUs.

TSMC's President, C.C. Wei, has stated that NVIDIA wants more wafers and chips. When asked about how many chips NVIDIA has asked for, Wei replied that it was a "Secret". But there's no doubt that the number would be massive given the demand for Blackwell GPUs.

Vera Rubin Superchip displayed on stage with text detailing specifications such as 100 PF AI and 2 TB Fast Memory.

In addition to the Rubin GPU, the report also stated that NVIDIA has already procured samples of next-gen memory, referring to HBM4, which will be featured on Rubin GPUs, from various manufacturers. Do note that NVIDIA has historically sourced DRAM from multiple companies, & given the recent shortages, they will prefer having everyone onboard.

NVIDIA has already stated that the Rubin GPUs are expected to enter mass production around Q3 2026 or even earlier. The term "mass production" is different from risk production, so both are different scenarios. As for Rubin, the next standard for AI GPUs has already made headlines in a $100 billion partnership with OpenAI, which will leverage the next-gen accelerators for their data centers.

By: DocMemory
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