--- title: "NVIDIA's next-generation RubinAI servers will start delivery in August" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/273441345.md" description: "NVIDIA's next-generation RubinAI servers are expected to begin delivery in August, ensuring system integration with cloud vendors is completed by the end of the year. VeraRubin will enter full production in the first quarter of 2026, ahead of schedule. The design transformation risk of the Rubin architecture has decreased, and it is expected to be widely adopted from the fourth quarter of 2026 to the first quarter of 2027, particularly having a significant impact on the performance of large models such as GPT-5. Changjiang Securities believes that the orthogonal backplane design will address system integration bottlenecks and improve production efficiency" datetime: "2026-01-23T00:23:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/273441345.md) - [en](https://longbridge.com/en/news/273441345.md) - [zh-HK](https://longbridge.com/zh-HK/news/273441345.md) --- > 支持的语言: [English](https://longbridge.com/en/news/273441345.md) | [繁體中文](https://longbridge.com/zh-HK/news/273441345.md) # NVIDIA's next-generation RubinAI servers will start delivery in August According to Yang Mingxing, Executive Vice President of Quanta, the first batch of RubinAI racks is expected to be delivered to customers before August this year, ensuring that system integration with large-scale cloud vendors is completed by the end of the year. The NVIDIA team previously announced unexpectedly that VeraRubin has entered "full production" in the first quarter of 2026—this progress far exceeds the expectations set by the product roadmap and is considered an industry milestone. There were concerns about whether the Rubin architecture could fulfill its promise of "delivery in the second half of 2026" due to its shift from "small chip design" to "advanced packaging + HBM high bandwidth memory integration." However, Yang Mingxing stated that the core components of the Rubin infrastructure are highly reused with the Blackwell series—this means that the risks associated with the production line transformation have been significantly reduced. NVIDIA expects that the RubinAI series will be fully adopted by large-scale cloud vendors from the fourth quarter of 2026 to the first quarter of 2027, at which point cutting-edge large models like GPT-5 will be the first to benefit from its performance improvements. The electronics team at Changjiang Securities believes that under the high-density interconnection requirements of the NVL576 architecture, the "cable-free" design of the midplane combined with the orthogonal backplane is the officially recognized mainstream solution. Compared to copper cable solutions, the biggest advantage of the orthogonal backplane is its ability to solve the physical bottlenecks of system integration and significantly improve production efficiency. More exclusive planning and expert columns in the stock channel, free to check\>\> ### 相关股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-CN/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-CN/quote/07388.HK.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-CN/quote/NVDQ.US.md) ## 相关资讯与研究 - [Fractile Seeks $200 Million as Nvidia Faces Inference Pressure](https://longbridge.com/zh-CN/news/281215985.md) - [Nvidia Stumbled in the First Quarter: Here are My Top 3 Nvidia Predictions for the Second Quarter](https://longbridge.com/zh-CN/news/281620093.md) - [OpenAI raises record funding, valuation nears one trillion.](https://longbridge.com/zh-CN/news/281488785.md) - [Argentarii LLC Acquires 20,602 Shares of NVIDIA Corporation $NVDA](https://longbridge.com/zh-CN/news/281612604.md) - [Benchmark Co. Keeps Their Buy Rating on Nvidia (NVDA)](https://longbridge.com/zh-CN/news/281238653.md)