Overview
- Company presentations in early June announced that the Vera Rubin chip family is in full production and that Nvidia has launched the RTX Spark superchip in collaboration with Microsoft for Windows AI PCs.
- Nvidia reported on May 26 that its Vera CPU meets newly stated 'AI factory' requirements and includes Olympus CPU cores designed to run sequential workloads for agentic AI and orchestration.
- CEO Jensen Huang said the Vera Rubin supply ramp is roughly twice the size of the prior Grace Blackwell ramp, which Nvidia ties to strong customer demand and larger production commitments.
- Investor reaction is split with some firms raising price targets and retail bulls arguing future earnings are underpriced while Deutsche Bank kept a Hold rating and commentators warned of selling pressure weighing the shares.
- The shift from GPU-only systems to an integrated platform of CPUs, specialized chips and software could widen Nvidia’s addressable market toward management estimates of roughly $200 billion, change how data centers are built and force enterprises to weigh AI spending against unclear short-term ROI.