Goguma
July 21, 2026
🍠 Vera Rubin Enters Mass Production, Global Alliances and Countermeasures Clash - 2026.07.22
Yesterday (21st), Nvidia closed at $207, up 2.12%. The news of the next-generation 'Vera Rubin' platform entering mass production stimulated market sentiment throughout the day [1].
Vera Rubin, and Aiming at the CPU Market 🎯
As Nvidia officially launched the mass production of Vera Rubin, it once again proved its technical superiority in the AI semiconductor market [1]. Notably, the company unveiled details of its next-generation AI CPU, 'Vera,' signaling a full-scale challenge to the CPU market—the home turf of AMD and Intel [2].
It’s not just about making good chips. There was also an announcement that the new Ethernet platform 'Spectrum-6' combined with Vera Rubin increases data throughput by 10 times [3]. The goal is to solve the chronic network bottleneck issues of large-scale data centers. Experts analyze that this network dominance is Nvidia's true weapon. Furthermore, with Rubin being paired with HBM4, some in the market are already expecting demand to far exceed supply [6].
Japan Robot Alliance vs. China's Declaration of Independence ⚖️
However, looking at the global value chain, the situation is quite complex. Analysts suggest that Nvidia is solidifying its position as the leader in the upcoming physical AI era by forming a strategic alliance with 22 major Japanese robot companies [4].
Conversely, news has emerged that 20 companies in China have united to launch the so-called 'Galaxy Project' to reduce reliance on Nvidia GPUs [5]. Perspectives here are clashing directly. Some argue that a premium should be given for industrial (robotics) expansion through the Japanese robot alliance, while others weigh the long-term risk of the massive Chinese domestic ecosystem turning its back completely.
The Weight of the Leather Jacket and Remaining Questions 🍠
As a side note, there was even news that CEO Jensen Huang's signature leather jacket was auctioned off for a staggering 1.43 billion won [7]. It's an interesting happening that shows the symbolic weight the name Nvidia carries in the market today.
To summarize the four opinions: Nvidia's hardware dominance strategy, which aims to swallow not just GPUs but also CPUs and network infrastructure, remains powerful. However, the fact that the global AI ecosystem is splitting in two due to geopolitical conflict is a significant variable. Whether the overwhelming performance of 'Vera Rubin' can eventually suppress China's fierce attempts at self-reliance through technological prowess will be the key point to watch.
📰 Reference News (6)
Nvidia Announces Mass Production of Next-Gen 'Vera Rubin'... Stock Price Up - Marketin
마켓인 · 2026.07.21
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Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel - CNBC
CNBC · 2026.07.21
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Nvidia Spectrum-6, 10x Throughput Increase in Vera Rubin - Wikitree
위키트리 · 2026.07.21
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Alliance with 22 Japanese Robot Firms... "Leader in the Physical AI Era, Nvidia" [Click e-Stock] - Asia Economy
아시아경제 · 2026.07.21
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20 Chinese Companies Unite... 'Galaxy Project' Launched to Counter Nvidia - v.daum.net
v.daum.net · 2026.07.21
📰 View original"If You Build It, It Sells"... HBM4 Super-Gap, The Final Test is Nvidia 'Rubin' - Global Economic
글로벌이코노믹 · 2026.07.21
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