Huang Renxun: Vera Rubin has been fully mass-produced, with the first batch launched by Microsoft, Dell, and CoreWeave.

Huang Renxun: Vera Rubin has been fully mass-produced, with the first batch launched by Microsoft, Dell, and CoreWeave. According to Beating monitoring, Huang Renxun confirmed in his GTC Taipei 2026 speech that Vera Rubin has been fully mass-produced, with a supply chain scale twice that of the previous Grace Blackwell generation, and individual rack assembly time compressed to 5 minutes.
The system is based on TSMC's 3nm process, containing 7 chips, aggregating over 60 trillion transistors, with HBM4 memory from Micron, SK Hynix, and Samsung, using wireless cable PCB mid-plane design, and liquid cooling busbars capable of carrying over 5,000 amps of current.
Next, three things need to be watched: whether relevant funds continue to flow in, whether on-chain transaction volume and holdings continue to expand, and whether project parties or regulators provide new confirmation information.
A single piece of news can only indicate that sentiment has been ignited; subsequent data will determine whether it can settle into a trend.
Risks should also be on the table: Microsoft, Dell, and CoreWeave have already completed the deployment of Vera Rubin NVL72 engineering machines, with large-scale shipments expected to begin in the second half of 2026.
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