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Nvidia Corp. CEO Jensen Huang dismissed reports of delays in the rollout of the company’s Vera Rubin AI hardware and affirmed that production remains on track.

On Wednesday, during a talk on how the company could help Japan’s AI ambitions in Tokyo, Huang stated that the company’s high-end AI accelerator systems were on track for delivery to customers on “giant” production volumes, reported Bloomberg.

However, Huang did not specify a given timeframe for the deliveries.

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Even in June, Jensen Huang had stated that the company’s Vera Rubin accelerator was in full production, with high-bandwidth memory (HMB) from Samsung Electronics Co Ltd., SK Hynix Inc.’s, and Micron Technology Inc. being incorporated into the platform, reported Korea Herald.

‘Major Setbacks’ Reported in Nvidia’s Key Deliveries

Huang’s latest confirmation comes after KeyBanc analyst John Vinh, said on Tuesday that Nvidia’s Vera Rubin rollout could be slightly delayed due to thermal heat lid issues in SK Hynix Inc.’s HBM4 memory qualification. However, Vinh saw minimal risk to financial estimates, expecting the AI giant to offset the delay by shipping more B300 GPUs instead of R200 chips.

KeyBanc also boosted its price target on the stock to $330 from $310, citing stronger-than-expected demand, highlighted by a significant increase in its 2027 CoWoS supply forecast to 1.1 million interposers.

Trending: Avoid the #1 Investing Mistake: How Your ‘Safe’ Holdings Could Be Costing You Big Time

Earlier this month, research firm SemiAnalysis stated that Nvidia’s Kyber NVL144 faced “major setbacks” and would be delayed by over 12 months, pushing it to 2028. The firm also stated that NVIDIA’s NVL72x2 back-to-back rack architecture was also “cancelled,” leaving Rubin Ultra with a “limited scale-up domain.”

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was… pic.twitter.com/VYduxnu01B

— SemiAnalysis (@SemiAnalysis_) July 5, 2026

Image via Shutterstock

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Realberry

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FarmTogether

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Immersed

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Fundrise

Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth.

Mode Mobile

Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day. Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte’s fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream. 

EquityMultiple 

For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000, with only ~5% of opportunities passing their due diligence process.

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