Jensen Huang
Vera Rubin architecture is in full production, will ship in second half of 2026, offers 10x throughput of Blackwell at 1/10th the cost.
Jensen Huang
Announced 'Alpamya' model as world's first thinking/reasoning autonomous vehicle AI, solves 'long tail' unpredictable driving situations.
Jensen Huang
Great demand in China for Nvidia products; submitted licenses to US government for H200 exports to China.
Nvidia's Rubin announcement addresses AI complexity and energy demands; demand remains strong despite bubble concerns.
Annabelle Droulers
Rubin production confirmation gives market confidence; Nvidia increasingly owns more server rack content generation over generation.
Ed Ludlow