Asia Edition

Nvidia confirmed Vera Rubin has ramped into full production with shipments starting this fall, but the widely shared figure of 1,000 racks a day and $630 billion in quarterly revenue traces back to no statement from Nvidia or any named analyst. What is verified, from Ming-Chi Kuo's rack estimates to Jensen Huang's own $300 billion and $1 trillion figures, is still enormous, and it's landing right as Oracle's credit risk and Goldman's rising capex estimates fuel real bubble worries.