Nvidia Clarifies $20 Billion CPU Guide Covers Standalone Chips; Rubin Revenue Starts in F3Q
Nvidia said its forecast for $20 billion in CPU revenue this year applies only to standalone CPUs and excludes Grace Blackwell and Vera Rubin modules that include a CPU, with those sales counted separately. The company said standalone CPU is not a new business because it has had Grace standalone sales since last year, and it plans to provide more detail on the CPU market at Computex in Taiwan in June.
In the same investor-relations follow-up, Nvidia said it does not expect to recognize any Rubin revenue in fiscal second quarter, with initial solution revenue set to begin in fiscal third quarter and a stronger ramp in fiscal fourth quarter and early FY28. Nvidia said Rubin remains on schedule and that its guidance is based on revenue recognition for solutions rather than rack sales, which can lag deployments.
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@aaronwei3nWow, so the $20B is actually only standalone CPUs. _ CPUs Our guide for $20B in revenues is for this year and is for just standalone CPUs, it doesn’t include Grace Blackwell or Vera Rubin modules that include the CPU. Those sales are sepa
@aaronwei3nNvidia Corp. ($NVDA ) – F1Q follow-up with Investor Relations Toshiya Hari – VP Investor Relations Rubin We don’t expect to recognize any Rubin revenues in F2Q, that should start in F3Q. This is on time, it’s running to schedule, we said r