NVIDIA's next-generation AI platform, 'Vera Rubin,' has officially entered full production.
Jensen Huang, CEO of NVIDIA, announced on June 1 at the GTC Taipei 2026 event that "Vera Rubin is now in full production" and will incorporate memory from Samsung Electronics, SK Hynix, and Micron.
Vera Rubin is the successor to the Blackwell platform, which currently dominates the AI server market. Named after the astronomer Vera Rubin, NVIDIA is developing a new AI superchip architecture that combines the 'Rubin' GPU and 'Vera' CPU. It features next-generation HBM4 (high-bandwidth memory) and significantly enhances both AI training and inference performance.
According to NVIDIA, the Rubin platform offers much higher AI processing capabilities compared to its predecessor and is designed for the era of AI agents and inference-based AI. Huang predicted that "the AI agent market will grow thousands of times larger than it is now," forecasting explosive growth in the AI industry.
Notably, the presence of South Korean semiconductor companies has drawn attention in this announcement. Samsung Electronics and SK Hynix are identified as key players in the next-generation HBM4 supply chain. Industry experts believe that as Vera Rubin enters mass production, demand for HBM will surge, benefiting the South Korean memory sector.
Indeed, Samsung has recently begun shipping HBM4E samples, and the market is closely watching the potential expansion of NVIDIA's supply chain. SK Hynix is also regarded as a crucial supplier of the next-generation HBM4.
Vera Rubin is not just another AI semiconductor. NVIDIA is pursuing a 'vertically integrated AI ecosystem' that encompasses AI chips, networks, data centers, and AI agent software. Huang emphasized, "NVIDIA will integrate all stacks of agent AI," which has raised expectations for growth across the data center, power infrastructure, AI cloud, and HBM memory industries.
Vera Rubin is the successor to NVIDIA's existing Blackwell platform. It is not merely a GPU but a next-generation AI infrastructure platform that integrates CPU, GPU, network, storage, and AI software into one massive AI supercomputer.
The platform includes core technologies such as NVIDIA Vera CPU, Rubin GPU, BlueField-4 DPU, Spectrum-6 Ethernet network, and NVLink 6 switches.
Notably, NVIDIA claims that Vera Rubin can enhance AI agent throughput by up to ten times compared to the previous generation, Grace Blackwell.
The AI industry anticipates that AI agents capable of planning and executing tasks will lead the next market wave, moving beyond generative AI like ChatGPT. NVIDIA positions Vera Rubin as the dedicated infrastructure for such AI agents.
One of the most notable changes in this platform is its modular design.
Traditional AI servers often require complex installation and maintenance, leading to system shutdowns even for minor component issues.
In contrast, Vera Rubin is designed with replaceable major components, significantly reducing maintenance time. NVIDIA explained that the new design minimizes cables, cutting the installation process from about two hours to just five minutes.
Considering that a substantial portion of AI data center operating costs comes from maintenance and power, this change is seen as a key improvement that enhances profitability rather than just convenience.
NVIDIA emphasizes that Vera Rubin is not merely a performance upgrade.
The AI industry is entering a phase where inference costs are becoming more critical than model training costs, as substantial computations are required for AI to deliver real services.
Vera Rubin focuses on significantly lowering inference costs by utilizing ultra-fast data connection technologies and optical communication-based networks.
Huang stated, "AI agents perform thousands of steps of inference, tool usage, and information retrieval with a single request," adding that "Vera Rubin is designed for this new era of AI."
South Korean companies are also growing their expectations for benefits.
Vera Rubin is set to feature the next-generation HBM (high-bandwidth memory) HBM4. Industry analysts believe that Samsung Electronics and SK Hynix will play significant roles in the supply chain.
As demand for HBM in AI servers continues to rise, the expansion of Vera Rubin's production could provide new growth opportunities for memory companies.
Particularly, as the AI agent market begins to grow, competition in data center construction is expected to intensify. This could benefit companies across the memory, server, network equipment, and cloud sectors.
* This article has been translated by AI.
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