News
Gigabyte and ASRock secure Rubin GPU infrastructure orders from Nvidia
Tuesday, January 6, 2026 at 09:41 AM
Gigabyte and ASRock have reportedly secured significant server and component orders from Nvidia for the upcoming Rubin GPU architecture, strengthening their positions in the AI infrastructure supply chain.
Context
Nvidia has reportedly awarded significant infrastructure orders for its next-generation Rubin GPU platform to Gigabyte and ASRock. This strategic move signals a broadening of Nvidia’s supply chain beyond traditional primary partners, positioning both Taiwanese firms as integral players in the high-end AI server market. The orders primarily cover the manufacturing of server baseboards and sophisticated cooling modules required for the R100 architecture, which succeeds the current Blackwell generation.
The Rubin platform is slated for a 2026 launch and will leverage TSMC’s advanced 3nm process technology alongside next-generation HBM4 memory. For investors, this shift highlights Nvidia’s proactive efforts to diversify its manufacturing base and prevent supply bottlenecks as global AI infrastructure demand continues to scale. For Gigabyte and ASRock, securing these large-scale contracts represents a major expansion into high-margin AI hardware segments, providing a multi-year revenue catalyst tied to the industry’s most advanced compute cycle.
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