Nvidia Corp.’s (NASDAQ:NVDA) next-generation Rubin AI GPU platform could reportedly face production delays due to supply constraints in next-generation memory.
HBM4 Supply Constraints Could Slow Nvidia’s Rubin Rollout
Nvidia’s Blackwell successor, the Rubin GPU platform, is seeing downward revisions to wafer starts due to next-generation HBM4 memory supply coming in below expectations, Taiwan’s Commercial Times reported, citing supply chain sources.
Suppliers are reportedly redesigning certain base-die components used in the memory stacks, a technical adjustment that could delay shipments by roughly one quarter.
As a result, Nvidia is said to be scaling back initial Rubin wafer production while increasing output of its current Blackwell GPUs instead of releasing manufacturing capacity.
Nvidia did not immediately respond to Benzinga’s request for comments.
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