Jensen Huang's Japan visit comes with the unveiling of the country's first Vera Rubin AI factory, as the CEO of NVIDIA confirms chips are on track.
A Flood of Vera Rubin Is Coming, & NVIDIA's Roadmap Is On Track, Says CEO Jensen Huang, Pointing Out That AI Is Here To Stay For The Long Haul
During his ongoing visit to Japan, NVIDIA's CEO Jensen Huang made several statements regarding the future outlook of AI and the company's roadmap for AI. Essentially, Jensen is reaffirming the statements from a week ago, which quashed rumors surrounding chip design issues and delays affecting Rubin platforms.
When questioned on talks regarding chip delays, Jensen said that those rumors are not true at all, and once again confirmed that the Vera Rubin platform is in production, and "Giant Amounts of production" are incoming. We know that the NVIDIA Vera Rubin platform is already in full production, following the volume production of its Vera CPUs, which are aiming to be a major success in the DC CPU segment.
Rumors regarding NVIDIA's chip and rack delay were at their peak a few weeks ago, which not only cited production callbacks for the upcoming Oberon NVL144 solutions, but also the next-generation Kyber NVL576 solutions, which will harness Rubin Ultra chips. There are still ongoing talks on whether NVIDIA will be able to ship the original 4-reticle die solution during the Rubin Ultra ramp or if they will tone it down to a 2-reticle solution.
What we know is that most of the initial design changes and drawbacks are rectified almost immediately as NVIDIA works with its robust supply chain and ecosystem partners. This was proved with the Blackwell and Blackwell Ultra launches, as we have disclosed previously.
Vera Rubin AI Factories To Advance Physical AI
NVIDIA's Vera Rubin and Vera CPUs are already landing at major AI firms, and in Japan, the company announced the country's first AI Factory. Part of Japan’s FRONTia Project, which is responsible for the Development of Multimodal Foundation Models with a View to AI Robotics and Physical AI, the AI factory will be made in partnership with Noetra Corp.
“Japan invented modern manufacturing. Now, it is building the AI factories that will power the next industrial revolution,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA is honored to partner with Japan and its industrial leaders to build the AI infrastructure that will power the country’s industries, its economy and a new generation of innovation.”
The Japanese Vera Rubin AI factory will consist of 13,750 Vera CPUs and 27,500 Rubin GPUs. It will be able to output 140MW of Data Center capacity based on the NVIDIA DSX platform. The Factory will house NVIDIA Vera Rubin NVL72 racks and will scale through Spectrum-X networking. The AI factory will play a major role in advancing the global AI market by 2040, representing a $133 billion TAM.
Japan, the birthplace of modern-day humanoids and robots, is an essential region for NVIDIA to invest in. Various Japanese companies have already partnered with NVIDIA and will leverage its latest Jetson Thor robotics platform to advance their capabilities and the Physical AI era.
NVIDIA Will Spend The Next Decade Building Infrastructure For AI
Now, on the topic of AI itself, Jensen made some interesting comments. According to him, most technology cycles last anywhere from 10-15 years before they plateau (essentially reaching the peak). But for AI, we are still in the early rounds; it's only been a few months since the tech really started to gain traction, and as Jensen puts it, "We're at the beginning of this one", referring to the AI cycle.
So he says that in another 10 years, it will be an interesting question whether AI goes up or if it flattens out, but Jensen believes that AI "will never go down". In another interview with the press, Jensen said that "we are a long way from an AI bubble", referring to the fact that AI is here to stay for a long time and that infrastructure needs to be built for a long time, "at least a decade," to support AI in the long-term.
AI is still in its "useful" era with the rise of Agentic AI, and we haven't even seen its full potential, let alone the Physical and Future AI eras.
“Every nation and every company should own and control its intelligence infrastructure. Open models make that possible,” said Jensen Huang, founder and CEO of NVIDIA. “They give countries, enterprises and researchers the freedom to inspect, improve, adapt, secure and deploy AI for their own needs. Together with Japan’s AI leaders, we are advancing an open AI ecosystem that accelerates discovery, strengthens national capability and ensures every society can participate in — and benefit from — the AI revolution.”
Jensen was also asked whether he sees Rapidus as a potential partner of NVIDIA in the future, and he said that the demand for AI will be beneficial for all semiconductor manufacturers, and they look forward to seeing Rapidus's progress in this field. So not much into a potential collab, but the door remains there. With that said, Jensen's Japan visit has been just as tremendous as his Taiwan and Korea visits.
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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