--- title: "Report: NVIDIA Vera Rubin to Begin Trial Production in June, Ship to Key Customers in July, with Volume Ramp-Up in Second Half" type: "News" locale: "en" url: "https://longbridge.com/en/news/285902445.md" description: "The mass production of NVIDIA's new-generation AI platform, Vera Rubin, is accelerating, with trial production scheduled for June and shipments to key customers such as Microsoft, Google, Amazon, Meta Platforms, and Oracle starting in July. TSMC has already begun mass-producing Vera Rubin chips using its 3nm process, with large-scale shipments expected to commence in the third quarter of 2026. Related rumors have been clarified, and NVIDIA will present updates on collaborations at Computex 2026" datetime: "2026-05-11T08:01:35.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285902445.md) - [en](https://longbridge.com/en/news/285902445.md) - [zh-HK](https://longbridge.com/zh-HK/news/285902445.md) --- # Report: NVIDIA Vera Rubin to Begin Trial Production in June, Ship to Key Customers in July, with Volume Ramp-Up in Second Half The mass production of NVIDIA's new flagship AI platform, Vera Rubin, is accelerating, with the timeline for initial shipments now clearly defined. According to a Sunday report by Taiwan's Economic Daily News citing industry sources, NVIDIA has finalized the mass production plan for Vera Rubin with its ODM partners. **Trial production is scheduled to begin in June, with shipments to major North American cloud service providers starting in July. The initial customer list includes Microsoft, Google, Amazon, Meta Platforms, and Oracle**. Previous market rumors regarding design changes and specification adjustments for Vera Rubin appear to be inaccurate or based solely on early information that has since been corrected. This development holds significant importance for NVIDIA and its supply chain partners. The report indicates that TSMC began mass-producing Vera Rubin chips using its 3nm process earlier this year. Partners such as Foxconn, Quanta Computer, and Wistron are set to fully ramp up in the second half of 2026, with large-scale shipments expected to start as early as the third quarter of 2026. It is estimated that each Vera Rubin AI server rack will be priced at approximately $180 million. ## Rumors Clarified, Mass Production Timeline Confirmed A few days ago, multiple rumors circulated in the market concerning design issues and specification changes for Vera Rubin, similar to the situation prior to the launch of Blackwell GPU servers. The latest report from the Economic Daily News shows that NVIDIA has completed the finalization of the mass production version of Vera Rubin, suggesting that the issues cited in the rumors have likely been resolved. The report points out that NVIDIA will initiate trial production in June, followed by the first deliveries to North American cloud service providers such as Microsoft, Google, Amazon, Meta Platforms, and Oracle in July. NVIDIA is expected to highlight these collaboration advancements during its keynote address at the upcoming Computex 2026, where CEO Jensen Huang will take the stage to outline the latest developments in the AI sector. ## Full Supply Chain Mobilization, Potential Market Could Reach $1 Trillion **On the supply chain front, TSMC has taken the lead in launching mass production of Vera Rubin chips using its 3nm process.** On the assembly side, Foxconn, Quanta Computer, and Wistron will enter the full shipment phase in the second half of 2026, with large-scale deliveries starting as early as the third quarter. Memory suppliers are also increasing their investments in Vera Rubin. According to reports, Rubin GPUs will feature a new HBM4 memory solution, while Vera CPUs will be equipped with SOCAMM2 LPDDR5X memory with capacities of up to 256GB. Relevant suppliers are expected to see significant growth driven by the volume ramp-up of this platform. ## Platform Specifications and Market Potential The Vera Rubin platform consists of seven chips and is supported by a robust software backend. NVIDIA previously committed to achieving a 40 million-fold increase in computing output within 10 years. In terms of market size, it is estimated that the Vera Rubin platform could expand NVIDIA's global market reach to at least $1 trillion. The pricing of approximately $180 million per AI server rack also signals the potential contribution of this platform to NVIDIA's overall revenue. Risk Warning and Disclaimer The market carries risks, and investment should be approached with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial status, or needs of individual users. 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