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Jensen Huang Wins Another National Order: Japan Announces Purchase of Nvidia Next-Generation Rubin Chips

TradingKey

AuthorBlock Tao

Jul 16, 2026 8:45 AM

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Despite the Japanese government’s planned procurement of 27,500 next-generation Nvidia Rubin chips, Nvidia’s stock price declined 1.37% in pre-market trading to $209.58. The market reaction appears linked to ongoing uncertainty regarding the Rubin project’s timeline. While rumors previously suggested production delays, CEO Jensen Huang refuted these claims on July 16, confirming that Rubin—featuring HBM4 memory for agentic programming and physical AI—is currently in production and shipping to customers as scheduled. This disconnect between official confirmation and negative market price action reflects heightened investor sensitivity to hardware release cycles and supply chain transparency.

AI-generated summary

TradingKey - The Japanese government has announced plans to procure a large number of Nvidia's Rubin chips, yet its stock price fell instead of rising.

According to Bloomberg a July 16 report, the Japanese government plans to procure 27,500 of Nvidia's next-generation Rubin chips. However, the market reacted abnormally to the news, and Nvidia's stock price fell instead of rising, dropping 1.37% in pre-market trading to temporarily stand at $209.58.

nvidia-nvda-price-803a3b08a5be4fe5ba826d455a1c1fd7 Nvidia stock price chart, Source: TradingView

It is reported that Rubin is a brand-new computing powerhouse designed to cope with next-generation 'agentic programming' and 'physical AI', equipped with next-generation HBM4 high-bandwidth memory. In addition, Rubin comprehensively surpasses Blackwell in performance, architectural design, and technical specifications.

Previously, market rumors suggested that the Rubin project was delayed. Among them, Citrini analyst Jukan posted on the X platform on July 11, stating, 'I received word from an expert conference call that the release date for Nvidia's next-generation Rubin architecture products has been postponed again, to the point where I couldn't even rest on Saturday.'

Recently, Nvidia CEO Jensen Huang responded by denying such reports, stating, '[Rubin] has already entered the production phase and is being delivered to customers as planned, with large volumes of products currently being shipped.'

This content was translated using AI and reviewed for clarity. It is for informational purposes only.

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Disclaimer: The content of this article solely represents the author's personal opinions and does not reflect the official stance of Tradingkey. It should not be considered as investment advice. The article is intended for reference purposes only, and readers should not base any investment decisions solely on its content. Tradingkey bears no responsibility for any trading outcomes resulting from reliance on this article. Furthermore, Tradingkey cannot guarantee the accuracy of the article's content. Before making any investment decisions, it is advisable to consult an independent financial advisor to fully understand the associated risks.

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