NVIDIA Vera Rubin entered full production; management expects it to contribute roughly 20% of third-quarter data-center revenue.

NVIDIA said the Vera Rubin platform was in full production. The company also said it would ship both Blackwell- and Rubin-architecture systems while experiencing supply constraints.

Chief Financial Officer Colette Kress forecast that Vera Rubin would account for approximately 20% of third-quarter data-center revenue. This is a management forecast, not recognized revenue or a completed third-quarter result.

NVIDIA described each gigawatt of deployed Vera Rubin capacity as representing an approximately $40 billion revenue opportunity. The company also said it expected every hyperscaler, AI laboratory, new cloud provider and original equipment manufacturer to deploy Vera Rubin; both statements were management projections.

NVIDIA separately said supply would remain a growth bottleneck through at least fiscal 2028 and described memory pricing as extreme. It projected a third-quarter gross margin of 74%, plus or minus 50 basis points, and said fourth-quarter gross margin could bottom in a 71%–72% range.