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Citrini's Jukan says that "One thing I’ve been able to confirm is that NVIDIA's (NVDA) Rubin has been delayed again. I’m told motherboard warpage caused the latest delay and that the HBM issue was resolved in October"

ORIGINAL · NewsquawkCitrini's Jukan says that "One thing I’ve been able to confirm is that NVIDIA's (NVDA) Rubin has been delayed again. I’m told motherboard warpage caused the latest delay and that the HBM issue was resolved in October"Read originalHide original

As a result, volume shipments of Rubin have slipped to 2027, and I’m told NVIDIA has increased its Blackwell orders in the meantime.

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Jukan reported Rubin volume shipments have slipped to 2027; an earlier report expected the platform to contribute about 20% of fiscal Q3 2027 data center revenue.

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As a result, volume shipments of Rubin have slipped to 2027, and I’m told NVIDIA has increased its Blackwell orders in the meantime.

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