<div id="readability-page-1"><div>Citi said in a report, citing NVIDIA Corporation (NVDA.US) CEO Jensen Huang's keynote speech at GTC, that: (1) Vera Rubin has entered full commercial production, seemingly confirming shipment progress for NVIDIA's supply chain, including FOXCONN INDUSTRIAL INTERNET (601138.SH) +6.260 (+8.488%) , in 2H26. (2) NVIDIA has transformed from a system company focused on GPUs into a full-stack AI infrastructure company, potentially expanding its partnerships to power and cooling supply chains, including Chinese vendors. (3) With the launch of the Vera CPU tailored for the era of &#34;agentic AI&#34; and reinforcement learning, the broker believed this will have a positive impact on LENOVO GROUP (00992.HK) +1.340 (+5.309%) Short selling $2.05B; Ratio 25.521% . Lenovo, as one of the ecosystem partners, is expected to benefit from the new GPU server platform and higher-ASP NVIDIA Windows-architecture notebooks. Meanwhile, as NVIDIA shifts to a SOCAMM/LPDDR5 architecture, the broker kept tabs on the long-term potential impact on demand for memory interface chips of MONTAGE TECH (06809.HK) +7.800 (+2.095%) Short selling $170.43M; Ratio 8.622% . (4) QUALCOMM Incorporated (QCOM.US) 's new data center product portfolio, Dragonfly, may provide an additional source for China ASIC data center solutions.Citi stated that Vera Rubin's entry into full commercial production will positively affect shipment progress for NVIDIA's supply chain in 2H26. The broker also believed this will favor LENOVO GROUP, which is likewise an ecosystem partner, through the new GPU server platform and higher ASP contribution from NVIDIA Windows-architecture notebooks. That said, as NVIDIA's Vera CPU and Spark platform adopt a SOCAMM/LPDDR5X memory architecture instead of RDIMM, if NVIDIA CPUs gain a larger share in server processors, this could erode opportunities for DIMM chips. The broker was therefore watchful of the potential long-term impact on demand for MONTAGE TECH's memory interface chips. (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-02 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)</div></div>

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Citi reports NVIDIA's Vera Rubin has entered full commercial production, boosting supply chain shipments in H2 2026. This shift to a full-stack AI infrastructure company benefits ecosystem partners like Lenovo Group through new GPU servers and higher-ASP notebooks. However, the adoption of SOCAMM/LPDDR5X architecture may negatively impact demand for memory interface chips from vendors like Montage Tech.

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Citi: NVIDIAs Vera Rubin Enters Full Commercial Production; Vera CPU Expected to Have Positive Impact on LENOVO GROUP