NVIDIA's CFO Colette Kress shut down bubble talk at a UBS conference, saying the industry is just switching from CPU-heavy setups to GPU-based accelerated computing. She mentioned Team Green has seven different chips working together versus the single-product ASIC approach, and CUDA keeps them way ahead since it delivers performance gains that make customers want to stick around.
Kress confirmed Vera Rubin already taped out and they're grinding to hit a second-half 2026 launch. The chips and networking gear are done, so mass production looks on track.
She basically said ASICs aren't stealing their thunder because NVIDIA handles the full AI pipeline from training to inference, while ASIC makers only tackle specific tasks. The whole ecosystem angle with CUDA libraries is apparently what keeps competitors from catching up.
Kress confirmed Vera Rubin already taped out and they're grinding to hit a second-half 2026 launch. The chips and networking gear are done, so mass production looks on track.
She basically said ASICs aren't stealing their thunder because NVIDIA handles the full AI pipeline from training to inference, while ASIC makers only tackle specific tasks. The whole ecosystem angle with CUDA libraries is apparently what keeps competitors from catching up.
