CLAIM #47048 · NVIDIA Corporation (NVDA) · 2026Q3 earnings call · Nov 19, 2025 · due Dec 31, 2026
“The Rubin platform is on track to ramp in the 2026.”
Colette Kress · CFO
How to check this claim
Look at: Rubin platform production ramp / shipment status as disclosed by NVIDIA
It came true if: Company confirms Rubin platform shipping in volume and generating meaningful revenue during calendar year 2026
Where: NVIDIA quarterly earnings calls and shareholder letters (FY2027 Q1-Q4 reports covering calendar 2026)
In context
“r growth. The Hopper platform in its thirteenth quarter since exception recorded approximately $2 billion in revenue in Q3. H '20 sales were approximately $50 million. Sizable purchase orders never materialized in the quarter due to geopolitical issues and the increasingly competitive market in China. While we were disappointed in the current state, that prevents us from shipping more competitive data center compute products to China, we are committed to continued engagement with the US and China governments. And will continue to advocate for America's ability to compete around the world. To establish a sustainable leadership and position in AI computing, America must win. The support of every developer, and be the platform of choice for every commercial business including those in China. The Rubin platform is on track to ramp in the 2026. Powered by seven chips, the Vera Rubin platform will once again deliver an x factor improvement in performance relative to Blackwell. We have received silicon back from our supply chain partners and are happy to report that NVIDIA Corporation teams across the world are executing the bring up beautifully. Rubin is our third generation rack scale system substantially redefined the manufacturability while remaining compatible with Grace Blackwell our supply chain data center ecosystem, and cloud partners have now mastered the build to installation process of NVIDIA Corporation's RAC architecture. Our ecosystem will be ready for a fast Rubin ramp. Our annual x factor performance lead increases performance per dollar while driving down computing cost for our customers. The long useful life of”
Verify independently
SEC filings for NVDA ↗ · Claim quote is verbatim from the 2026Q3 earnings call.