黄仁勋亲自辟谣：NVDA延迟传闻不实，Rubin Ultra明年发货

So Jensen himself went out to do damage control with $NVDA delays reports apparently:

1. Jensen Huang said no delays:

• 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay.
• Debunked the rumor that the next-generation flagship, Rubin Ultra, would be delayed until 2028 and said it would be on track to ship next year
• Rack system optimizations, like replacing Kyber with a new design are architectural optimizations, not impacting delivery timelines.

2. On ASIC competition: no loss of market share.

• Talked about how a leading frontier lab that previously relied heavily on internal ASICs has shifted nearly 50% of its compute load to Nvidia

3. On over-reliance on hyperscalers.

• AI frontier labs currently contributing to ~20% of demand. - Traditional cloud providers, Nvidia provides Vera CPUs and high-speed networking - Sovereign AI