⚡Nvidia's Vera Rubin Enters Full Production at Computex
TL;DR
Nvidia put Vera Rubin into full TSMC 3nm production: 88-core Arm Vera CPU plus next-gen Rubin GPU, with Samsung, SK hynix and Micron all qualified on HBM4. AWS, Google Cloud, Azure and Oracle line up as first cloud customers; broad availability lands in H2 2026.
Nvidia put Vera Rubin into full TSMC 3nm production: 88-core Arm Vera CPU plus next-gen Rubin GPU, with Samsung, SK hynix and Micron all qualified on HBM4. AWS, Google Cloud, Azure and Oracle line up as first cloud customers; broad availability lands in H2 2026.
Key Points
Vera CPU: 88 cores built on Nvidia's Olympus core, paired with the Rubin GPU on TSMC 3nm
Samsung, SK hynix, and Micron all qualified as HBM4 suppliers
AWS, Google Cloud, Microsoft Azure, and Oracle confirmed as early cloud partners
First customer shipments begin summer 2026; broad availability in H2 2026
OpenAI, Anthropic, and SpaceX named among the first Vera CPU adopters
Why It Matters
Triple-sourcing HBM4 ends months of memory-supply uncertainty and means the post-Blackwell ramp is real — every hyperscaler will have Rubin capacity to deploy before year-end.
Quick Facts
Frequently Asked Questions
Why does this matter?
Triple-sourcing HBM4 ends months of memory-supply uncertainty and means the post-Blackwell ramp is real — every hyperscaler will have Rubin capacity to deploy before year-end.
What happened?
Nvidia put Vera Rubin into full TSMC 3nm production: 88-core Arm Vera CPU plus next-gen Rubin GPU, with Samsung, SK hynix and Micron all qualified on HBM4. AWS, Google Cloud, Azure and Oracle line up as first cloud customers; broad availability lands in H2 2026.
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