原文：
$NVDA CEO, Jensen Huang in Tokyo today said:
"The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming"
As a flat denial to the accusation that their AI servers would be delayed.
Jensen appears to be using the Umbrella term for Rubin Ultra/Kyber, then pointed to current gen ramp.
Regardless, lot of damage has been done already to Nvidia supply chains stock prices, after the multiple delay reports. Even if Nvidia refuted them by clarifying Kyber change was an architecture optimization, not impacting timelines.
It's a very dangerous and growing trend for folks to post overreaching broader claims from technical nuances to grow viewcount... Especially if they get Jensen has to respond.
In the end, I'm trusting $NVDA on timelines since they probably have the greatest visibility into their own supply chain.
翻译：
$NVDA 的 CEO Jensen Huang 今天在东京表示：
“这些报道是不正确的。Vera Rubin 已经开始生产了，巨大的生产量即将到来”
这是对其 AI 服务器将延迟的指控的直接否认。
Jensen 似乎使用了“Rubin”的总称，包括 Rubin Ultra 和 Kyber，然后提到了当前一代的生产量。
无论如何，多次延迟报道已经对 Nvidia 的供应链和股价造成了很大的损害，即使 Nvidia 通过澄清 Kyber 的变化是一种架构优化，并不会影响时间表来反驳这些报道。
这是一个非常危险和日益增长的趋势，人们发布过度的、广泛的声明，从技术细节中夸大其词来增加浏览量……尤其是当他们让 Jensen不得不做出回应时。
最终，我相信 $NVDA 的时间表，因为他们可能对自己的供应链有最大的可见性。
$NVDA CEO, Jensen Huang in Tokyo today said:
"The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming"
As a flat denial to the accusation that their AI servers would be delayed.
Jensen appears to be using the Umbrella term for Rubin Ultra/Kyber, then pointed to current gen ramp.
Regardless, lot of damage has been done already to Nvidia supply chains stock prices, after the multiple delay reports. Even if Nvidia refuted them by clarifying Kyber change was an architecture optimization, not impacting timelines.
It's a very dangerous and growing trend for folks to post overreaching broader claims from technical nuances to grow viewcount... Especially if they get Jensen has to respond.
In the end, I'm trusting $NVDA on timelines since they probably have the greatest visibility into their own supply chain.
翻译：
$NVDA 的 CEO Jensen Huang 今天在东京表示：
“这些报道是不正确的。Vera Rubin 已经开始生产了，巨大的生产量即将到来”
这是对其 AI 服务器将延迟的指控的直接否认。
Jensen 似乎使用了“Rubin”的总称，包括 Rubin Ultra 和 Kyber，然后提到了当前一代的生产量。
无论如何，多次延迟报道已经对 Nvidia 的供应链和股价造成了很大的损害，即使 Nvidia 通过澄清 Kyber 的变化是一种架构优化，并不会影响时间表来反驳这些报道。
这是一个非常危险和日益增长的趋势，人们发布过度的、广泛的声明，从技术细节中夸大其词来增加浏览量……尤其是当他们让 Jensen不得不做出回应时。
最终，我相信 $NVDA 的时间表，因为他们可能对自己的供应链有最大的可见性。
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