Nvidia confirms no production delays for Vera Rubin chips, boosting revenue prospects from SpaceX’s orbital data center expansion.
Nvidia CEO Jensen Huang dismissed reports of production delays for the Vera Rubin chips, signaling strong delivery volumes ahead. The company stands to benefit from SpaceX’s orbital data center buildout, which relies on Nvidia’s space-ready chips and CUDA software for revenue growth.
Analysts had not fully priced in this catalyst, though long-term upside may be limited if SpaceX replaces Nvidia’s chips with proprietary silicon. Nvidia’s stock, trading near $235, has consolidated around this level for much of the past year, outperforming broader market returns.
With Vera Rubin production on track, Nvidia is positioned for potential blowout quarters, though past performance shows strong results do not guarantee sustained gains.