KeyBanc analyst John Vinh said Nvidia’s Vera Rubin rollout appears to be slightly delayed due to thermal heat lid issues and delays in SK Hynix Inc.’s HBM4 memory qualification, but he sees little risk to financial estimates as Nvidia is expected to offset the delay by shipping more B300 GPUs instead of R200 chips. Vinh expects most shipments to come from Nvidia’s Rubin platform, with Rubin Ultra beginning to contribute in late 2027. The firm raised its price target on the stock to $330 from $310, reiterating its Overweight rating, citing a 69% increase in its 2027 CoWoS supply forecast to 1.1 million interposers. In May, Nvidia announced that its next-generation Vera Rubin AI platform has entered full production. CEO Jensen Huang said demand for the upcoming Vera Rubin AI platform is expected to surpass that of Blackwell. In early June, Digi Power X Inc. committed $35 million to purchase Nvidia’s Vera Rubin AI platform, with rack-scale systems expected to begin deployment in the first quarter of 2027. On a year-to-date basis, Nvidia stock surged 7.77%, and on Monday, it fell 3.52% to close at $203.53.