AI Market · Forecast desk · partial · hardware
75% · partial
At GTC Taipei / Computex (June 1), NVIDIA reaffirms Vera Rubin production starting in 2H 2026 and frames HBM4 + CoWoS as the binding supply constraint rather than demand.
Outcome
Timing leg hit: Huang used the June 1 Computex keynote to declare Vera Rubin in full production with customer shipments in Q3 2026. Framing leg missed: he called compute demand 'the constraint' and (June 5) confirmed all three HBM4 suppliers qualified and in production — supply framed as ramping cleanly, not as the binding constraint.