Jensen Teases Surprise 2026 Product as Vera Rubin CPUs Ship to Hyperscalers

Jensen Huang said this week that Blackwell Ultra ramped quickly with sustained high demand and Vera Rubin remains on track for 2026, with first Vera CPUs already delivered to leading AI labs and cloud providers. He also teased a surprise new product for 2026 alongside NVIDIA Groq 3 LPX in H2, reinforcing NVIDIA's move to an annual chip cadence.

The Vera CPU shipments are the more substantive disclosure — NVIDIA is no longer purely a GPU vendor and is now positioning Vera as a credible Arm server CPU for AI-heavy datacenters, putting it in direct contention with AWS Graviton and Microsoft Cobalt. The annual cadence is itself a competitive weapon: it forces AMD, Intel, and the hyperscaler custom-silicon programs to chase a moving target.

In parallel, Huang gave a softer message in Singapore telling parents not to panic about kids' study choices, arguing traditional disciplines still matter in an AI economy — a tonal counterpoint to the Altman/Amodei walk-back on jobs-apocalypse predictions the same week.

Watch: the surprise 2026 product reveal, independent Vera CPU benchmarks against Graviton5, and whether NVIDIA's networking story responds publicly to AWS's RNG disclosure.