Nvidia Dismisses Rubin Ultra Delay Rumors, Reaffirms Strong Growth Outlook

Graphics-chip leader Nvidia holds more than 90% of the AI server chip market, making its product roadmap a key barometer for the global technology industry and financial markets. Following the soon-to-ship Blackwell architecture, the next-generation Rubin architecture is viewed as crucial to sustaining Nvidia's dominance in AI computing. Earlier reports that the advanced chips could face shipment delays had raised investor concerns about the company's long-term growth momentum.

Nvidia dismissed the rumors at its latest investor conference, confirming that its next-generation Rubin Ultra chips remain on schedule to ship in 2027. With quarterly revenue closing in on $100 billion, Morgan Stanley reiterated Nvidia as its top semiconductor pick. The investment bank remains highly bullish on the company's diversified growth prospects across AI laboratories, traditional cloud computing and enterprise AI applications.