Nvidia Corp. CEO Jensen Huang on Wednesday denied reports that the company's next-generation data center platform, Vera Rubin, has been delayed due to production issues. According to a Bloomberg report, Huang told reporters in Tokyo that Vera Rubin is in production and on track for customer delivery, stating 'Vera Rubin is already in production. Giant amounts of production incoming.' Huang was responding to a post by SemiAnalysis on X claiming Nvidia's next-gen AI server rack system had been delayed more than a year due to production issues. The Vera Rubin platform succeeds the Blackwell architecture, integrating Nvidia's Vera CPUs and Rubin GPUs with advanced networking systems.
Nvidia shares edged up by 0.1% in Wednesday's pre-market trade. NVDA was among the top trending tickers on Stocktwits at the time of writing.
Nvidia Ready to Ship H200 Chips to China Pending Approval
Huang stated that Nvidia is ready to ship H200 chips to China when sales are approved. The Trump administration approved the export of H200 chips to China in December 2025, but the Chinese government blocked imports in January this year.
'We haven't really started much shipment yet,' Huang said, according to the Bloomberg report. Under Secretary of Commerce for Industry and Security Jeffrey Kessler testified at a congressional hearing on Tuesday that 'very few' of Nvidia's H200 chips had been shipped to China and Hong Kong.
'The bottom line is very few shipments against licenses for H200s and equivalents have taken place. It's a very small quantity of chips,' Kessler said, adding that the U.S. also denies license applications for these chips in some cases.
The H200 is an older Nvidia chip, unveiled in 2023, with about 10 times slower performance than current-generation chips based on the Blackwell architecture.
Huang Advised Investors to Expect Nothing From Chinese Market
During an interview with CNBC following Nvidia's first-quarter results, Huang told investors they should expect nothing from the Chinese market in terms of chip sales.
'I don't have any expectation, which is the reason why we put all of our guidance, all of our numbers, all the expectations that I've set with all of our analysts and investors to invest nothing, to expect nothing,' he said.
Nvidia Stocks Performance and Retail Sentiment
Retail sentiment on Stocktwits around Nvidia trended in 'bullish' territory at the time of writing.
NVDA stock is up 14% year-to-date and 29% over the past 12 months. The S&P 500 ETF (SPY) is up 20% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 29%.
The iShares Semiconductor ETF (SOXX) is up 133% during this period, while the Global X Artificial Intelligence & Technology ETF (AIQ) is up 42%.
FAQ
What did Jensen Huang say about Nvidia's Vera Rubin platform on Wednesday?
Jensen Huang told reporters in Tokyo on Wednesday that Vera Rubin is already in production with 'giant amounts of production incoming,' denying reports of delays due to production issues.
Why haven't Nvidia H200 chips been shipped to China in large quantities?
While the Trump administration approved H200 chip exports to China in December 2025, the Chinese government blocked imports in January this year. Under Secretary Jeffrey Kessler testified on Tuesday that 'very few' H200 chips have been shipped to China and Hong Kong, with the U.S. also denying some license applications.
