Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history
Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.
Nvidia anticipates selling $20 billion worth of Vera Rubin systems in the third quarter of fiscal year 2027, marking the fastest ramp in the company's history. CFO Colette Kress stated that this product will account for around 20% of the company's data center revenue during the earnings conference call. With purchase orders from major hyperscalers, AI clouds, and system OEMs, Nvidia expects to achieve this rapid growth.
Data center revenue has made up around 92% of Nvidia's quarterly sales in recent quarters; therefore, if Nvidia meets its $108 billion earnings projection in Q3, data center revenue will reach approximately $99.36 billion, with Vera Rubin sales amounting to around $19.872 billion. Nvidia started ramping up production of Vera Rubin components in the spring and began shipping first revenue units in August, with Microsoft being the first to deploy commercial systems.
While exact shipment volumes remain unknown, if Nvidia sells only VR200 NVL72 rack-scale systems priced between $5 million to $7.8 million each, from 2,550 to 3,975 units would be supplied, containing 91,700 - 143,100 Vera CPUs and 183,500 - 286,100 Rubin GPUs.
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