Nvidia (NASDAQ:NVDA) announced Saturday that its Vera Rubin platform is entering full production, with Taiwan's server manufacturers and global supply chain partners producing systems at scale for AI labs, cloud providers and hyperscalers.
The production ramp comes as Nvidia maintains its position as the world's most valuable semiconductor company with a market capitalization of $5.11 trillion. According to Bond.az data, the company trades below its Fair Value and maintains an excellent financial health score of 3.8 out of 5.
The Vera Rubin platform comprises five purpose-built racks operating as an integrated AI supercomputer for agentic workloads. The system unifies Vera Rubin NVL72 systems, Vera CPU, Groq 3 LPX, Vera BlueField-4 STX storage and Spectrum-6 SPX Ethernet racks.
"Agentic AI is a new kind of workload. One prompt can launch a thousand-step journey of reasoning, retrieval, tool use and response generation," said Jensen Huang, founder and CEO of Nvidia.
The platform represents the third generation of Nvidia's MGX rack-scale systems. The company stated that hundreds of supply chain partners across 350 factories in 30 countries are ramping production, including 150 partners in Taiwan.
System builders in full-scale production include Dell Technologies, HPE, Lenovo and Supermicro, along with AIC, ASRock Rack, ASUS, Foxconn, GIGABYTE, Inventec, MiTAC Computing, MSI, Pegatron, Quanta Cloud Technology, Wistron and Wiwynn.
The platform introduces Spectrum-X Ethernet Photonics, which Nvidia describes as the first co-packaged-optics-based switches with 200Gb/s SerDes now in production. CoreWeave, Lambda and Oracle Cloud Infrastructure are among the initial adopters.
The Vera Rubin platform integrates BlueField-4 DPUs with software-defined networking at speeds up to 800Gb/s. Cloud providers adopting Nvidia Confidential Computing include CoreWeave, IBM Cloud, Lambda, Microsoft Azure and Vultr.
Production shipments of Vera Rubin are scheduled to begin this fall.
