Rumor: Nvidia Vera Rubin-based servers will begin shipping in July to big Cloud firms like Amazon, Google, Microsoft, media report, citing unnamed supply chain sources in Taiwan. Pilot production is set for June. The report contradicts recent timelines from Aletheia and GF Securities, which say a heat-spreader redesign has pushed server mass production to September. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) #semiconductors #servers
Source: Dan Nystedt
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