Nvidia’s latest chip designs are now in customers’ hands, and with an estimated 80-81% share of the data-center AI GPU market according to IDC data, the company isn’t just leading the AI chip race — it’s lapping the field.
The company confirmed that its newest hardware is shipping to customers. Bitcoin miners are increasingly repurposing their operations to serve AI workloads, creating a new intersection between the GPU supply chain and the digital asset industry.
The Rubin platform and what’s actually shipping
The Rubin platform, Nvidia’s next-generation architecture, entered full production in early 2026. Partner systems built on Rubin are expected to become available in the second half of this year. The first cloud deployments of Rubin-based instances are anticipated from AWS, Google Cloud, and Microsoft.
H200 AI chips have begun shipping to China, though in minimal volumes as of mid-July. US export restrictions continue to limit what Nvidia can sell into the Chinese market.
