NVIDIA delays orders for its Rubin CPX GPU, stalling development amid unclear launch plans for the AI-focused chip.
NVIDIA’s plans to launch the Rubin CPX, an inference-focused GPU for its Vera Rubin platform, face uncertainty as supply chain activity halts. Industry sources report no orders or development for required memory or substrates, despite earlier expectations for a second-half 2026 release.
The company had previously targeted a late-2026 launch, but delays raise questions about execution. Separately, NVIDIA announced plans to invest $150B annually in Taiwan, up from $100B, reinforcing its AI infrastructure expansion.
Tigress Financial raised NVDA’s price target to $425 from $360, citing its central role in AI infrastructure.