NVIDIA reported its full-year 2025 results with massive revenue of $215.9 billion, with $68.1 billion coming in the fourth quarter. The company's earnings call after the results were published contained some interesting information and confirmed that the first "Vera Rubin" VR200 racks are shipping to customers as samples, with volume shipping to commence in the second half of 2026. NVIDIA confirmed that the upcoming platform, which includes the Vera CPU, Rubin GPU, NVLink 6 switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet switch, will be powering the next-generation trillion-parameter models with only one-fourth of the GPUs compared to the previous-generation "Blackwell" and will reduce inference costs by up to 10 times.NVIDIA CFO Colette KressWe shipped our first Vera Rubin samples to customers earlier this week, and we remain on track to commence production shipments in the second half of the year. Based on its modular, cable-free tray design, Rubin will deliver improved resiliency and serviceability relative to Blackwell. We expect every cloud model builder to deploy Vera Rubin.
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