Foxconn has begun engineering validation for NVIDIA's "Vera Rubin" NVL144 MGX liquid-cooled racks, with plans for mass production in the latter half of 2026, according to internal supply-chain documents obtained by Taiwan Economics Daily. Each NVL144 unit features 144 Rubin GPUs with HBM4, updated 88-core Vera CPUs, and ConnectX-9 NICs and NVLink 6 interconnect for CPU-to-GPU and GPU-to-GPU communication, effectively doubling the compute density of the current NVL72 platform. The Taiwanese contractor Foxconn currently handles about 60% of NVIDIA's AI server output and is expanding its immersion-cooling and copper-plating lines at its Wisconsin and Houston facilities to meet new domestic manufacturing requirements.

The gap between GB300 peak shipments and Rubin's first silicon will be six to eight months, the shortest generational gap in NVIDIA's history. Despite the accelerated roadmap, Blackwell Ultra remains NVIDIA's main revenue source through mid-2026. Procurement data shows that cloud providers have reserved around 400,000 GB300 nodes for delivery in late 2025 and early 2026, indicating strong near-term demand. At the same time, OpenAI has placed a large preorder for Vera Rubin silicon, securing initial production volumes and supporting Foxconn's capacity investments. The rapid transition from Hopper to Blackwell and then to Rubin within 30 months marks the fastest acceleration of datacenter equipment cycles, leading hyperscale operators to speed up depreciation schedules.