Nvidia's Jensen Huang Takes to X for First Time as Vera Rubin Production Begins
Published on 07/27/2026 at 03:11 | Redaktion boerse-global.de
The man who built a $3 trillion chip empire has finally joined social media — and his first post wasn't about silicon, but about policy. Jensen Huang made his debut on X Friday, sharing an open letter titled "Open Weights and American AI Leadership" that has already drawn a stark line between Nvidia and some of its biggest rivals in the artificial intelligence race.
The letter, signed by more than 20 companies including Meta, Microsoft, Palantir, IBM, Mistral AI and the Linux Foundation, argues that open-weight AI models strengthen security and accelerate innovation. Notably absent from the list: OpenAI and Anthropic, two companies that have pushed for tighter restrictions on open-source AI.
A Political Gambit With High Stakes
Huang's timing is no accident. The post landed just days after US Treasury Secretary Scott Bessent warned that Chinese AI firms could face sanctions over what he called "industrial distillation attacks" on American patents. Bessent argued that open-source AI shouldn't become an "open hunting season" on US intellectual property.
Huang publicly pushed back, framing distillation — where one model learns from another — as a normal part of AI development rather than a threat. The disagreement puts Nvidia's CEO in an awkward position relative to Washington's harder line, especially given his past praise for Chinese open-source models, which he has called "excellent." He once predicted that "China will win the AI race."
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The policy debate comes as Washington considers whether to restrict Chinese models like Moonshot AI's Kimi K3, which launched July 16 and ranks among the world's most powerful. White House advisor Michael Kratsios has accused Moonshot of copying a US model through distillation.
For Nvidia, the regulatory stakes couldn't be higher. Any restrictions on open models directly affect how much computing power — and how many chips — the company can sell. Analysts see a positioning problem: Huang's views align more closely with Beijing's perspective than with the tougher stance of OpenAI and Anthropic.
Vera Rubin Is Already in Production
While Huang waded into policy debates, he also moved to squash rumors about Nvidia's next-generation chip architecture. Research firms had warned of potential delays with the "Vera Rubin" platform, specifically around the Kyber rack solution central to the Rubin Ultra rollout. Worst-case scenarios had the full launch slipping to 2028.
Huang directly contradicted those claims at a developer conference, stating that Vera Rubin is "already in production" and promising "massive production volumes." The statement reinforces Nvidia's aggressive roadmap of annual chip releases, with Rubin eventually set to replace Blackwell, which currently drives the bulk of data center revenue.
A $1 Billion Bet on South Korea
Nvidia is also deepening its push into government AI infrastructure. Alongside Naver and Brookfield, the company is expanding South Korea's national AI factory. Brookfield is contributing up to $9 billion in capital, while Nvidia is investing $1 billion.
The GAK Sejong data center will grow from 55 megawatts to 200 megawatts of capacity by 2028, powered by Nvidia's DSX platform. The facility is designed to deliver computing power for government AI models and autonomous AI agents — a growing market that analysts at UBS see as a net positive for GPU demand.
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The Stock Sits at a Crossroads
Nvidia shares closed Friday at €182.00, down 0.80% on the day but up 13.55% year-to-date. The stock sits roughly 10% below its 52-week high of €202.50 from May 14, with the 14-day RSI at 52.6 — a neutral reading that offers no clear directional signal.
That neutrality is about to be tested. This week, three of Nvidia's largest customers — Microsoft, Meta and Amazon — report quarterly earnings. For Nvidia, the single most important number will be their capital expenditure on AI infrastructure. Alphabet already sent positive signals in its latest update, and if the hyperscalers confirm their spending plans, it would reinforce the demand story around both Blackwell and the incoming Rubin generation.
Nvidia doesn't report its own results until late August. Until then, the stock's trajectory will largely be determined by how customers and competitors communicate their AI investment plans in the coming days. The Vera Rubin production news and Huang's policy intervention add layers to the narrative, but the market's focus remains squarely on whether the hyperscalers keep writing big checks.
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