NVIDIA Rubin Platform in Full Production
Narrative
Six-chip platform in production. 5x inference performance vs Blackwell. 10x reduction in token cost. 100% liquid-cooled. Shipping H2 2026.
Reality
Production confirmed but H2 2026 delivery unchanged. Microsoft Fairwater datacenters committed. Cloud providers announced deployments. Mandatory liquid cooling challenged adoption.
Implication
Extreme codesign across six chips validated rack-scale architecture. 600kW power draw required datacenter redesigns. HBM4 supply chain became critical dependency. Competition facing steeper hill.