Last week, Quanta Computer's Mike Yang let slip details about the eventual arrival of NVIDIA "Vera Rubin" AI server hardware. The executive vice president/general manager mentioned potential first shipments—heading in the direction of hyperscalers—occurring by August of this year. According to Taiwan's Commercial Times, this prediction was disclosed during an official celebratory company event (on January 15). Additionally, the Quanta boss does not expect a widespread deployment at that point in time, and (consequently) significant revenue generated by sales of new "Vera Rubin" equipment. According to the exec's statements, "most" customers are already running operations based on current-gen "Grace Blackwell" GB200 and GB300, but Yang believes that common architectural traits will make transitions—onto the next-gen platform—much easier than before.

Industry observers have highlighted possible issues of moving from the "Grace Blackwell" chiplet-based design to the advanced packaging of "Vera Rubin." During CES, NVIDIA announced that full production of server-grade "Vera" CPUs and "Rubin" GPUs had kicked off. This Q1 2026 initiation has happened well ahead of a previous "by H2 2026" mass manufacturing goal. Team Green's forthcoming "Vera Rubin" NVL72 SuperCluster is classed as a premier rack-scale system. A larger "NVL144" variant was previewed last year, but this CPX platform seems to be further out from release. According to a mid-October report, an involved manufacturing partner was weighing up a loose "2026 volume production" window.