Nvidia CEO Jensen Huang confirmed that Vera Rubin chips are "already in production" with "giant amounts of production incoming," countering a report by SemiAnalysis that suggested delays. SemiAnalysis had reported that Nvidia faced major setbacks with its Kyber NVL144 rack-scale solution, delaying the server cabinet for the Rubin Ultra architecture over 12 months to 2028. Huang said the reports of delays are "not true," though he did not provide a production timeline. Nvidia previously confirmed Vera Rubin production in January. The company’s revenue grew for 14 consecutive quarters, reaching a record $81.6 billion in Q1 fiscal year 2027 (ended April 26, 2026), up 85% year over year. Huang earlier provided a sales forecast of $1 trillion combined for Blackwell and Vera Rubin through 2027. SemiAnalysis remains bullish on Nvidia, forecasting data center revenue will exceed analyst estimates by 20% in the second half of fiscal 2027. Nvidia’s next earnings call is scheduled for Aug. 26.