“Rubin remains on schedule for volume production next year.”

In context

“ack 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. We expect widespread market availability in the second half of the year as CorWeave prepares to bring their GV300 instance to market as they are already seeing 10x more inference performance on reasoning models compared to H100. Compared to the previous Hopper generation, GV300 NDL72 AI factories promise a 10x improvement in token per watt energy efficiency, which translates to revenues as data centers are power limited. The chips of the Rubin platform are in fab. The Vera CPU, Rubin GPU, CX9 Supernic, NBLink 144 scale-up switch, SpectrumX 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 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. In late July, the US government began reviewing licenses for sales of H20 to China customers. While a select number of our China-based customers have received licenses over the past few weeks, we have not shipped any H20 based on those licenses. USG officials have expressed an expectation that the US will receive 15% of the revenue generated from licensed H20 sales, but to date, the USG has not published a regulation codifying such a requirement. We have not included H20 in our Q3 outlook as we continue to work through geopolitical issues. If geopo”