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NVIDIA Dismisses ASIC Competition as CFO Says Its AI Stack Is Irreplaceable; Vera Rubin Development Is “Seamless” and On Track for H2 2026

NVIDIA's Entire Blackwell AI GPU Supply Sold Out For The Next 12 Months, AI Firms Gobble Up 100K Units In A Single Order Highlighting Insane Demand 1

NVIDIA’s CFO has provided an outlook on the ongoing matters in the AI industry, commenting on concerns about an AI bubble, rising competition from ASIC, and the progress of the next-generation Rubin architecture. NVIDIA’s CFO Dismisses Fears of an AI Bubble, Claiming that the Industry Is Undergoing a Massive Transition NVIDIA is the largest AI company; therefore, any developments in the industry concerning the company’s dominance always make headlines. NVIDIA’s CFO, Colette Kress, joined the UBS Global Technology and AI Conference (via Seeking Alpha) yesterday, where she provided an overview of what Team Green has been doing regarding advancements in […]

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