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Nauman Khan

Nvidia Warning: With Reports of Rubin Delays, How Should You Play NVDA Stock Here?

Nvidia NVDA Morgan Stanley

Nvidia’s (NVDA) share price has been on a tear this year as the company dominates the booming artificial intelligence (AI) market. In mid-August 2025, however, a new rumor sparked investor jitters: a Taiwanese research note from Fubon Research claimed Nvidia’s upcoming “Rubin” AI GPU (codenamed “Vera Rubin”) might be delayed due to a redesign aimed at countering AMD’s planned MI450 accelerator. According to the report, the first Rubin silicon had already taped out in late June 2025, and Nvidia was allegedly pausing production to tweak the design, a change that could push volume shipments into late 2026. Nvidia quickly rejected this narrative. Company spokespeople told Barron’s and other outlets that the report was “incorrect” and that Rubin remains on track per the existing roadmap.

In short, Nvidia insists its Rubin architecture is still expected in second-half 2026, following its annual product cadence.

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