Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang dismissed reports of delays in the rollout of the company’s Vera Rubin AI hardware and affirmed that production remains on track.

On Wednesday, during a talk on how the company could help Japan’s AI ambitions in Tokyo, Huang stated that the company’s high-end AI accelerator systems were on track for delivery to customers on “giant” production volumes, reported Bloomberg.

However, Huang did not specify a given timeframe for the deliveries.

Even in June, Jensen Huang had stated that the company’s Vera Rubin accelerator was in full production, with high-bandwidth memory (HMB) from Samsung Electronics Co Ltd. (OTC:SSNLF), SK Hynix Inc.‘s (NASDAQ:SKHY), and Micron Technology Inc. (NASDAQ:MU) being incorporated into the platform, reported Korea Herald.

‘Major Setbacks’ Reported in Nvidia’s Key Deliveries

Huang’s latest confirmation comes after KeyBanc analyst John Vinh, said on Tuesday that Nvidia’s Vera Rubin rollout could be slightly delayed due to thermal heat lid issues in SK Hynix Inc.‘s (NASDAQ:SKHY) HBM4 memory qualification. However, Vinh saw minimal risk to financial estimates, expecting the AI giant to offset the delay by shipping more B300 GPUs instead of R200 chips.

KeyBanc also boosted its price target on the stock to $330 from $310, citing stronger-than-expected demand, highlighted by a significant increase in its 2027 CoWoS supply forecast to 1.1 million interposers.

Earlier this month, research firm SemiAnalysis stated that Nvidia’s Kyber NVL144 faced “major setbacks” and would be delayed by over 12 months, pushing it to 2028. The firm also stated that NVIDIA’s NVL72x2 back-to-back rack architecture was also “cancelled,” leaving Rubin Ultra with a “limited scale-up domain.”

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