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Nvidia's New AI Chips Ready for Launch Despite China Concerns
6 Jan
Summary
- Nvidia's Rubin AI processors are in production for second-half deployment.
- Strong demand for H200 chips from China is noted, awaiting US approval.
- New Rubin chips offer significant performance gains over predecessors.

Nvidia's next-generation Rubin data center processors have entered production and are slated for customer availability in the latter half of 2026. CEO Jensen Huang confirmed that all six chips comprising this new computing equipment line are manufactured and ready for deployment, driven by exceptionally high demand for AI processing power.
The company is also navigating strong customer interest in China for its H200 chip, awaiting a decision from the US government on license approvals. Nvidia assures that even with potential license restrictions, it possesses sufficient supply to meet global demand without impacting other markets.
The Rubin accelerators promise a significant performance upgrade, outperforming the previous Blackwell generation by 3.5 times for AI training and five times for AI software execution. These advancements are crucial as AI software complexity and adoption continue to strain existing computing resources, underscoring Nvidia's strategic push to maintain its lead in the AI accelerator market.




