Xia Huihui’s exclusive interpretation:

Vera Rubin, the next-generation chip architecture that is crucial to Nvidia’s overall revenue narrative, is being delivered on schedule
In early July, SemiAnalysis reported difficulties with the manufacturing of custom circuit boards, and Vera Rubin may have been delayed like Blackwell, which briefly made the market a bit anxious.
But the pace afterward has been tight:
On July 16, Jensen Huang publicly denied the delay in Tokyo, saying it has entered the production stage and that large-scale mass production is about to begin.
On July 21, Nvidia CEO Ian Buck confirmed that the next-generation chip architecture is being delivered to customers.
From production to delivery, and then to actual deployment on the customer side, the progress is faster than outside expectations.
Vera Rubin is crucial to Nvidia’s overall revenue, and for now, everything is moving forward as planned.