【AI+NVDA】NVIDIA's market capitalization surpasses $5.3 trillion, approaching Germany's GDP; new AI platform Vera Rubin to be trial-produced in June and delivered in July

Nvidia (US: NVDA) has announced a clear schedule for the mass production progress of its new generation artificial intelligence (AI) platform Vera Rubin. According to supply chain sources, the platform will begin trial production in June this year, and from July, it will be delivered to major North American cloud service providers such as Microsoft (US: MSFT), Amazon (US: AMZN), Meta (US: META), Alphabet (Google’s parent company, US: GOOGL), and Oracle (US: ORCL).

Previously, the market had concerns that the Vera Rubin platform might face delivery delays due to design adjustments or technical issues, similar to the initial release of the previous Blackwell architecture. However, the latest supply chain information indicates that Nvidia has resolved the related technical bottlenecks and has finalized production plans with key partners TSMC, Foxconn, Quanta, and Wistron. Among them, TSMC has already started mass production of core chips using 3-nanometer process earlier this year; memory chip giants SK Hynix and Micron are providing dedicated memory solutions to support the bandwidth requirements of large-scale language models.

Training performance 3.5 times that of Blackwell, inference costs reduced by 10 times

The Vera Rubin platform uses Vera CPU, Rubin GPU, and NVLink 6 architecture. According to Nvidia data, its training performance is 3.5 times that of the previous Blackwell platform, software performance has increased fivefold, inference cost per Token (a term referring to AI computation resources or billing units) can be reduced by 10 times, and the number of GPUs needed for training Mixture of Experts (MoE) models is only a quarter of the original. Nvidia expects that with the software and hardware synergy of Vera Rubin, computational power could increase by 40 million times over the next decade, bringing market opportunities worth trillions of dollars.

Driven by news of mass production schedule implementation, Nvidia’s stock price rose another 1.97% on Monday (May 11), climbing for four consecutive trading days to $219.44, reaching a new closing high. Since the beginning of the year, the increase has expanded to 17.66%, with a market capitalization reaching a record high of $5.33 trillion. According to the International Monetary Fund (IMF) forecast for 2026 GDP, Germany’s GDP is about $5.45 trillion, making it the third-largest economy in the world; Nvidia’s current market value is only about $120 billion less, with a gap of approximately 2.2%.

Market focus shifts to Q1 earnings

The market’s attention has now shifted to Nvidia’s upcoming release of its fiscal year 2026 first-quarter earnings next week (May 21). Analysts generally expect strong demand for Blackwell architecture GPUs to support better-than-expected results, while the Vera Rubin mass production schedule provides clearer visibility for the next growth cycle. Industry experts believe that if Vera Rubin’s delivery proceeds smoothly, supply chain partners such as TSMC, Quanta, Foxconn, SK Hynix, and Micron will all benefit from the AI hardware upgrade wave.

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