Quanta Begins Mass Production of Nvidia Vera Rubin Servers, Lifts Full-Year Revenue Forecast to 100% Growth
Quanta Computer began mass production of servers for Nvidia’s Vera Rubin artificial intelligence platform this quarter, prompting the company to raise its full-year revenue forecast to growth exceeding 100% year over year.
Second-quarter revenue reached a record US$32.36 billion, driven by sustained demand from cloud providers with visibility stretching into 2028. The manufacturer also upgraded its general-purpose server outlook to double-digit growth and outlined a strategy to open three new U.S. assembly facilities to double capacity, while cautioning that higher component costs may weigh on laptop shipments in the second half of the year.
From the sources (25 posts)
@jukan05@JulienTechInvst AMD, yes. But I’m not so sure about TPUs.
@scaling01this surely also pushes Feynman back and with that 100T models
@jukan05@StreetSignal__ I agree. It also makes me wonder whether AMD might struggle to meet its own specs as well.
@jukan051. Bullish for the NPO supply chain. 2. The spec downgrade of NVIDIA Rubin Ultra signals the erosion of NVIDIA’s performance moat. 3. Bearish for the CPO supply chain. 4. Big winners: AMD and the TPU ecosystem?
@semianalysis_As the NVIDIA roadmap indicates, CPO NVSwitch will not be available until Feynman. As a result, NVIDIA currently has no proven solution to expand the scale-up world size for Rubin Ultra, leaving a gap for competitors like AMD MI500X or TPUv
@semianalysis_This news also comes as the 4-compute-die Rubin Ultra has been cancelled, leaving only the smaller 2-compute-die Rubin Ultra, which will deliver roughly half the real-world performance of the 4-die Rubin Ultra. 5/6🧵
@semianalysis_NVIDIA will sell significantly more Oberon Rubin racks and Oberon Rubin “Ultra” racks to make up for this shortfall. We discuss the implications of these mass NVIDIA delays and cancellations for the memory, PCB, and ODM supply chains in ou
@semianalysis_MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NV
@semianalysis_Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint. NVL576, which connects 8x Oberon racks over CPO between the NVSwitches, is also likely delayed or restricte
@semianalysis_NVL72x2 back-to-back rack architecture was the new proposed architecture NVIDIA was developing as an alternative to Kyber. It was designed to increase the pure-copper NVLink scale-up world size by placing two Oberon racks back-to-back. Howe
@aaronwei3nRT @Aaronwei3n: Yes, $NVDIA Rubin faces multiple headwinds. 1. HBM4 base die 2. Interposer Redesign 3. Heat Dissipation Redesign
@zephyr_z9Having observed the Hopper & Blackwell and now the Rubin ramp over the last 4 years, plz don't expect Nvidia to meet their deadlines Jensen operates on very aggressive timelines and puts too much pressure on the supply chain AI servers are
@aaronwei3nSo true. It’s wild how the market panics over minor timeline shifts, ignoring the engineering realities. When $NVDA is inventing the state of the art and constantly redrawing the boundaries, execution hurdles are just part of the proces
@zephyr_z9Just look at Rubin & Rubin Ultra GPU Now, even the 2+2 MCM design got canceled
@aaronwei3n@Jespabe nope, its die has some issues too.
@unusual_whalesNvidia's, $NVDA, next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis has said per CNBC
@julientechinvstLes gens réalisent que le backplane d’Oberon et Kyber c’est 100% du cuivre ?
@stockmktnewzNvidia's $NVDA next generation AI server rack system Kyber NVL144 has reportedly been delayed by more than a year - SemiAnalysis
@zephyr_z9Copper day Today
@tradfi*NVIDIA SAYS "OUR ROADMAP IS INTACT" IN RESPONSE TO DELAY REPORT $NVDA
@firstsquawkNVIDIA SAYS "OUR ROADMAP IS INTACT" IN RESPONSE TO DELAY REPORT
@financialjuiceNVIDIA, in response to the delay report: Our roadmap is intact. $NVDA
@deitaone$NVDA - *NVIDIA SAYS AI CHIP ROADMAP REMAINS INTACT *NVIDIA DISPUTES SEMIANALYSIS DELAY REPORT
@wallstengine$NVDA, IN RESPONSE TO THE DELAY REPORT: OUR ROADMAP IS INTACT.
@zerohedge*NVIDIA SAYS "OUR ROADMAP IS INTACT" IN RESPONSE TO DELAY REPORT *NVIDIA RESPONDING TO SEMIANALYSIS KYBER DELAY REPORT