NVIDIA has confirmed that its next-gen Rubin chips are already in fab & aim volume production in 2H 2026, while the gaming side posts record revenue.
NVIDIA's Next Chapter In AI Is Already In Fabs, Rubin Ready For Volume Production In 2H 2026
During the Q2 2026 earnings call, NVIDIA CEO Jensen Huang confirmed that their next-gen AI platform, which comprises the Rubin GPU along with 5 other chips, the Vera CPU, CX9 SuperNIC, Spectrum-X, scale Silicon Photonics processor, and NVLINK 144 switch, is already in the fabs and will be available in 2026 as part of the annual cadence. The company also confirmed that the chips will be ready for volume ramp by the 2nd half of 2026.
Jensen states that the Rubin platform will be NVIDIA's 3rd Gen NVLink rack-scale AI supercomputer with a fully mature and full-scale supply chain. The company expects that over the next 5 years, they will be able to scale into with Blackwell, Rubin & their follow-ons, to scale into a $3 Trillion to $4 Trillion AI infrastructure opportunity. He also mentions that Rubin will have a whole bunch of new ideas and that he is really excited to share them at the company's next GTC event.
The chips of the Rubin platform are in fab, the Vera CPU, Rubin GPU, CX9 SuperNIC, NVLink 144 scale up switch, Spectrum-X scale out and scale across switch, and the silicon photonics processor. Rubin remains on schedule for volume production next year. Rubin will be our third-generation NVLink rack scale AI supercomputer with a mature and full-scale supply chain. This keeps us on track with our pace of an annual product cadence and continuous innovation across compute, networking, systems and software.
Our next platform Rubin, is already in fab. We have 6 new chips that represents the Rubin platform. They have all ticked up at TSMC. Rubin will be our third-generation NVLink rack scale AI supercomputer. And so we expect to have a much more mature and fully scaled up supply chain. Blackwell and Rubin AI factory platforms will be scaling into the $3 trillion to $4 trillion global AI factory build out through the end of the decade.
Jensen Huang (NVIDIA CEO) - Q2 2026 Earnings Call
NVIDIA also emphasized the Blackwell Ultra GB300 platform, which has had a strong quarter, earning the Green Team tens of billions in revenue. Production on GB300 AI GPUs is fully underway, and demand is said to be "extraordinary".
Blackwell Ultra is ramping at full speed and the demand is extraordinary.
Jensen Huang (NVIDIA CEO) - Q2 2026 Earnings Call
The new Blackwell Ultra platform has also had a strong quarter, generating tens of billions in revenue. The transition to the GB300 has been seamless for major cloud service providers due to its shared architecture, software and physical footprint with the GB200, enabling them to build and deploy GB300 racks with ease.
The transition to the new GB300 rack-based architecture has been seamless. Factory builds in late July and early August were successfully converted to support the GB300 ramp, and today, full production is underway. The current run rate is back at full speed, producing approximately 1,000 racks per week. This output is expected to accelerate even further throughout the third quarter as additional capacity comes online.
Colette M. Kress (NVIDIA CFO & EVP) - Q2 2026 Earnings Call
NVIDIA's Gaming Segment Sees Record Revenue
The gaming revenue also came as a surprise with $4.3 billion, a 14% sequential and 49% year-on-year jump. NVIDIA says that this strong growth was driven by the ramp of Blackwell RTX GPUs & associated strong sales. The company increased the supply of its latest GeForce RTX 50 GPUs.
Our gaming revenue was a record $4.3 billion, a 14% sequential increase and a 49% jump year-on-year. This was driven by the ramp of Blackwell GeForce GPUs and strong sales continued as we increase supply availability.
Colette M. Kress (NVIDIA CFO & EVP) - Q2 2026 Earnings Call
NVIDIA $46.7 billion revenue this quarter is not a shocker, but also not a feat that is so easily achieved. Other AI firms and GPU companies have been trying to replicate this level of success, but so far, they are nowhere close to the Green Giant, which continues to lead in the AI department while also delivering strong segment-wide growth, such as Gaming, which has received its higher revenue share. Looking at the next quarter, with Blackwell Ultra ramping up, we can only expect this revenue to climb further.
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