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
Summary
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.
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Absolutely insane.
— The Kobeissi Letter (@KobeissiLetter) August 26, 2026
Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.
And, this guidance assumes ZERO data center compute revenue from China.
This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6…
Nvidia is doing $1 billion in revenue PER DAY.
— Anthony Pompliano 🌪 (@APompliano) August 26, 2026
Insane.
$TE GETS NORWAY DATA CENTER REZONING APPROVAL
— Wall St Engine (@wallstengine) August 27, 2026
T1 Energy received approval to convert part of its Giga Arctic facility in Norway for data center use.
Expects an initial 50 MW data center could be operational in 2027 & holds a position in the grid queue for up to 396 MW.
T1 says… pic.twitter.com/IZg63WxxEw
AWS and NVIDIA just announced 2M *more* GPUs for 2027 and 2028. Blackwell Ultra, Rubin, Rubin Ultra. Plus Vera CPUs on AWS, 100K GPUs for federal AI factories, and NVHBM going into Trainium racks.
— Patrick Moorhead (@PatrickMoorhead) August 26, 2026
Is 2M is a big number? It is. But here's what matters more. AWS committed to 1M+…