Subject


Rubin


2025-10-29

[News] NVIDIA Dismisses AI Bubble Concerns, Reportedly Projects $500B in GPU Sales from Blackwell and Rubin

At NVIDIA’s first-ever Washington GTC from October 27-29, CEO Jensen Huang pushed back against AI bubble concerns while unveiling the next-generation Vera Rubin superchip. According to CNBC, he projected combined GPU revenue of $500 billion from the Blackwell lineup and next year’s Rubin release...

2025-08-14

[News] NVIDIA Reportedly Denies Rubin Delay as AMD MI450 Spurs Redesign Speculation

With its China-focused H20 still facing uncertainty despite U.S. approval, NVIDIA’s next-gen AI chip Rubin has drawn fresh attention amid delay rumors. But the company told Barron’s and Seeking Alpha the claims are false, adding Rubin remains on schedule. The reports, citing Fubon Research, w...

2025-03-25

[News] TSMC Gears Up for SoIC, Reportedly Secures Orders from NVIDIA’s Rubin After AMD and Apple

As TSMC preps for 2nm mass production in the second half of 2025, it is also accelerating advanced packaging expansion to meet strong demand, with a shifting focus beyond CoWoS. According to Commercial Times, NVIDIA’s next-gen Rubin GPU will join AMD and Apple in adopting TSMC’s SoIC (System on ...

2025-03-19

[News] GTC 2025: NVIDIA Unveils More on Rubin GPUs, Announces Feynman for 2028 in Roadmap Update

According to a TechNews report citing Tom’s Hardware, NVIDIA revealed updates to its data center roadmap for 2026 and 2027 at GTC 2025. The announcement outlined the planned configurations for the upcoming Rubin and Rubin Ultra. Here are some key details we currently know about them. First, the...

2025-01-13

[News] Samsung Reportedly Speeds up HBM4 by 6 Months, as NVIDIA Plans Early Rubin Launch in Q3

Is U.S. chip giant NVIDIA planning to launch the Rubin lineup early? The speculation now seems to turn into reality. As per South Korean media outlet New Daily, following SK hynix’s footsteps, Samsung is also accelerating the development of HBM4, as it targets to complete the Production Readiness ...

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