RUBIN

Nvidia's next AI accelerator generation after Blackwell, pairing a Vera CPU with a Rubin GPU in rack-scale systems (NVL72). Shipments are planned for Q3 2026, and its adoption of HBM4 memory has sharply raised memory's share of total cost versus the prior generation.

Predictions & track record (7)

• Awaiting grading Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell.To be scored by checking whether cloud providers take Rubin deliveries on the planned Q3 2026 shipment / Q4 2026 volume-ramp schedule.
• Awaiting grading SK hynix's Deal Was Announced as $750 Billion: Jensen Huang Himself Said $500 BillionWatch whether Samsung and SK hynix's Q2 2026 earnings confirm concrete order backlog or revenue tied to these deals.
• Awaiting grading Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes backCheck around Q1 2027 whether Nvidia's 800V HVDC system reaches large-scale production on the original timeline or slips into 2028 as SemiAnalysis warned.
• Awaiting grading SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early dataGrade whether Nvidia submits verifiable Rubin benchmark numbers to InferenceX by Q3 2026, and whether they roughly match today's early 5x per-dollar claim.
• Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
• Awaiting grading Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmapCheck by H1 2027 whether TSMC has resolved the soldering issue on 9.5x reticle CoWoS-L packaging, and by 2029 whether Nvidia's Feynman GPU architecture ships on its expected schedule or slips due to packaging constraints.
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?

11 related posts

• Watch Memory now makes up 26% of a Rubin rack's cost. It was 9% on Blackwell. Jukan (@jukan05) · 2026-07-28
• Bull SK hynix's Deal Was Announced as $750 Billion: Jensen Huang Himself Said $500 Billion Jukan (@jukan05) · 2026-07-25
• Bull AMD's Market Forecast Got Raised to $1.4 Trillion. The Number Traces Back to AMD's Own CEO Jukan (@jukan05) · 2026-07-24
• Watch Stripe, once rejected by PayPal, comes back with a $53 billion offer to buy the company that spurned it Marc Rubinstein (Net Interest) · 2026-07-24
• Watch Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes back Jukan (@jukan05) · 2026-07-23
• Watch AMD's Helios networking partners expect the company to adopt co-packaged optics for future AI racks, pushing back on reports of supply chain delays Serenity (@aleabitoreddit) · 2026-07-23
• Bull SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early data SemiAnalysis · 2026-07-23
• Bear SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• Watch Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmap Jukan (@jukan05) · 2026-07-21
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Where the money went: Saylor blames AI for bitcoin's slide Marc Rubinstein (Net Interest) · 2026-07-03