Nvidia’s Vera Rubin Processors on Track for Major Production
Nvidia (NASDAQ: NVDA) plans to deliver “giant” volumes of its Vera Rubin processors this year, despite recent reports suggesting potential delays due to thermal issues and manufacturing challenges. CEO Jensen Huang has confirmed that the production of these processors is already underway, reinforcing investor confidence in the company’s growth trajectory.
The Vera Rubin chips are expected to significantly reduce artificial intelligence (AI) inference costs, with Nvidia projecting a revenue of $1 trillion from Vera Rubin and Blackwell processors combined in 2026 and 2027, up from an earlier estimate of $500 billion for 2025 and 2026. Analysts are optimistic, with a median 12-month price target of $300, indicating a potential 45% increase from current levels.
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