NVIDIA’s Rubin Chips Already in Fab, Gaming Revenue Soars to $4.3B

NVIDIA has confirmed that its next-generation Rubin platform – a suite of six chips including the Rubin GPU, Vera CPU, CX9 SuperNIC, Spectrum-X switch, a silicon photonics processor, and the NVLINK 144 switch – is already in fabrication and on track for volume production in the second half of 2026.

CEO Jensen Huang emphasized during the Q2 2026 earnings call that Rubin will represent NVIDIA’s third-generation NVLink rack-scale AI supercomputer, backed by a fully matured global supply chain.

Huang projected that the company’s platforms, from Blackwell to Rubin and their successors, will drive growth into a $3 to $4 trillion AI infrastructure market by the end of the decade. He promised more details at the upcoming GTC event, teasing new innovations integrated into Rubin.

Meanwhile, NVIDIA’s current Blackwell Ultra GB300 platform is accelerating at full speed, with production running at around 1,000 racks per week. CFO Colette Kress noted that the transition from GB200 to GB300 has been seamless for hyperscalers, thanks to the shared design. Demand has been described as “extraordinary,” with factories already expanding to support the ramp-up.

On the gaming side, NVIDIA posted a record-breaking $4.3 billion in Q2 2026, up 14% sequentially and 49% year-on-year. This surge was fueled by the strong supply and sales of GeForce RTX 50 GPUs, powered by Blackwell architecture. Gaming continues to be a cornerstone of NVIDIA’s revenue, even as AI remains its main growth engine.

Overall, NVIDIA closed the quarter at $46.7 billion in revenue, reinforcing its dominance over rivals struggling to match its pace in both AI and gaming. With Rubin on the horizon and Blackwell Ultra ramping hard, the company shows no signs of slowing down.