Meanwhile, if Evercore ISI analyst Mark Lipacis is to be believed, Nvidia may be on-track to release its NVL72 VR200 platform as early as in Q2 2026, three to six months ahead of the schedule. Keeping in mind that Jensen Huang said that the Vera Rubin platform was in production as of early January, it is well possible that some of Nvidia's closest customers can get the new AI platform earlier than expected.
"Some believe that China ban has enabled Nvidia to leverage suppliers that have typically served China to work on worldwide product development, enabling Rubin to be 3 – 6 months ahead of schedule," an Evercore note for clients reads. "Some would not be surprised if Rubin shipments happen by end of Q2 2026. Hyperscalers note that Vera CPU, Rubin GPU [are] already in fabrication and running test/validation."
If Nvidia manages to speed up the arrival of NVL72 VR200 platform, whereas AMD delays volume ramp of its Helios rack-scale solution, then the former will strengthen its leadership on the AI market for the next year as developers of frontier AI models will continue to rely on Nvidia's hardware.
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-16/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
alan.campbell99 With Vera Rubin reportedly available, how will that work with some companies still sitting with GPUs of the prior gen yet to be installed in data centers yet to be built . Reply
jp7189 alan.campbell99 said: With Vera Rubin reportedly available, how will that work with some companies still sitting with GPUs of the prior gen yet to be installed in data centers yet to be built . It's not like those are suddenly useless. Don't believe Nvidia 's marketing hype; the performance gains gen over gen aren't as awesome as they make them out to be. Reply
DS426 alan.campbell99 said: With Vera Rubin reportedly available, how will that work with some companies still sitting with GPUs of the prior gen yet to be installed in data centers yet to be built . Shhhhhhh, don't ask questions. Reply
bit_user The term VR200 triggered a major flashback to a decade ago, when people still talked about VR. I knew it wasn't referring to that VR, but it took me a second to figure out they meant Vera/Rubin. For the record, I still think it's dumb to use a person's first name for the CPU and last name for the GPU. Because of that, we have "Grace Blackwell" configurations. Who is Grace Blackwell? Nobody. Grace Hopper was somebody and David Blackwell was somebody, but Grace Blackwell is just an affront to them both. Reply
bit_user alan.campbell99 said: how will that work with some companies still sitting with GPUs of the prior gen yet to be installed in data centers yet to be built . I wouldn't dwell too much on that point, as we don't know how many GPUs those are. I'd guess probably not a whole lot, relative to Microsoft's overall hardware fleet. I'd guess what happened is that they front-loaded more orders when the order queue was backing up. Then, when China got blocked from buying them, Nvidia was able to deliver sooner than expected, and that left some customers having to take delivery of products sooner than they needed them. As for what to do with new hardware, most of it will probably be replacing stuff that's 3-5 years old. Certainly, for non-GPU servers, that seems to be the industry standard upgrade interval. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-denies-report-of-mi455x-delays-as-nvidia-vr200-systems-are-rumored-to-arrive-early-company-says-helios-systems-on-target-for-2h-2026#main
- https://www.tomshardware.com
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