Jensen Huang Denies Reports Of Nvidia's Vera Rubin Being Delayed Due To Production Issues — ‘Giant Amounts Of Production Incoming’

• Huang also added that Nvidia is ready to ship H200 chips to China when the sales are approved.
• While the Trump administration approved the export of H200 chips to China in December 2025, the Chinese government blocked imports in January this year.
• Under Secretary of Commerce for Industry and Security Jeffrey Kessler said at a congressional hearing on Tuesday that “very few” of Nvidia’s H200 chips had been shipped to China and Hong Kong.

Nvidia Corp. (NVDA) CEO Jensen Huang on Wednesday denied reports that the company’s next-generation data center platform, Vera Rubin, has been delayed due to production issues.

According to a Bloomberg report, Huang told reporters in Tokyo that Vera Rubin is in production and on track to be delivered to customers. “Vera Rubin is already in production. Giant amounts of production incoming,” he told reporters.

The Vera Rubin platform succeeds the Blackwell architecture, bringing together Nvidia’s Vera CPUs and Rubin GPUs along with advanced networking systems on one platform.

Huang was reacting to a post by SemiAnalysis on X that Nvidia’s next-gen AI server rack system had been delayed more than a year due to production issues.

Nvidia shares edged up by 0.1% in Wednesday’s pre-market trade. NVDA was among the top trending tickers on Stocktwits at the time of writing.

NVDA Ready To Ship H200 Chips To China, Says Huang

Huang also added that Nvidia is ready to ship H200 chips to China when the sales are approved. While the Trump administration approved the export of H200 chips to China in December 2025, the Chinese government blocked imports in January this year.

“We haven’t really started much shipment yet,” Huang said, according to the report. Under Secretary of Commerce for Industry and Security Jeffrey Kessler said at a congressional hearing on Tuesday that “very few” of Nvidia’s H200 chips had been shipped to China and Hong Kong.

“The bottom line is very few shipments against licenses for H200s and equivalents have taken place. It’s a very small quantity of chips,” Kessler said, while adding that there are cases where the U.S. also denies license applications for these chips.

Huang Told Investors To ‘Expect Nothing’ From Chinese Market

During an interview with CNBC following Nvidia’s first-quarter results (Q1), Huang told investors that they should expect nothing from the Chinese market in terms of chip sales.

“I don’t have any expectation, which is the reason why we put all of our guidance, all of our numbers, all the expectations that I’ve set with all of our analysts and investors to invest nothing, to expect nothing,” he said.

The H200 is an older Nvidia chip, unveiled in 2023, with about 10 times slower performance than the current-generation chips based on the Blackwell architecture.

What Retail Traders Think Of NVDA Stock

Retail sentiment on Stocktwits around Nvidia trended in ‘bullish’ territory at the time of writing.

NVDA stock is up 14% year-to-date and 29% over the past 12 months. The S&P 500 ETF (SPY) is up 20% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 29%.

The iShares Semiconductor ETF (SOXX) is up 133% during this period, while the Global X Artificial Intelligence & Technology ETF (AIQ) is up 42%.

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