Rubin

21 atoms · 跨 13 天 · 首见 2026-04-21 · 最近 2026-06-30

三色: 🟦 fact 12 · 🟥 take 9 · stance ▲5/▼3/◆2

来源: X 21

时态: fresh:17 · expired:2 · aging:1 · stale:1

标签: 好数字:12 · 好观点:6 · 好思考:3 · 好信源:3

叙事 (narrative) (2)

• 2026-05-17 · N3 wafer partially shifted to Vera
  Rubin’s N3 wafer was partly shifted to Vera
  tags: 好观点 · → daily
• 2026-04-21 [老化中] · VR timeline ES phase completed
  The ES phase for VR NVL72 has already concluded. QS is about three months later than NVIDIA’s original expectation and is now pushed to July this year. NVIDIA hopes to shorten the QS and PS phases, aiming for MP by late August to early September. If VR can indeed reach MP smoothly between August and September, then the first VR system coming online would likely be by the end of September.
  tags: 好思考 · → daily
  value: date=QS: July 2025, MP: late Aug to early Sep 2025, first system online: end of Sep 2025

预测 (forecast) (9)

• 2026-06-13 · could be supplied only within US
  Rubin could be supplied only within the U.S., while other countries would only receive Blackwell.
  tags: 好思考 · → daily
• 2026-06-10 · shipping period
  Rubin’s 50 PF is a 2027 part
  tags: 好数字 · → daily
  value: date=2027
• 2026-05-08 · 发布时间
  Rubin is not coming out until end of Q2 of 2027 at the earliest.
  tags: 好数字·好观点 · → daily
  value: date=2027年Q2末
• 2026-06-30 · 放量加剧供应错配
  Rubin和Trainium 3放量将加剧（供应错配）
  tags: 好观点 · → daily
• 2026-05-05 · 推理成本降低幅度 vs Blackwell
  Rubin is suppose to cut the inference cost by 90% compared to Blackwells
  tags: 好数字 · → daily
  value: qty=-90%
• 2026-06-10 · 延迟风险
  I expect there to be delays in Rubin big time if this Iran war continues.
  tags: 好观点 · → daily
  value: date=current · direction=increase
• 2026-05-31 · 独特烹饪技术用于满足热管理要求
  their unique cooking technique is mandatory to address thermal requirements for Rubin
  tags: 好观点 · → daily

立场 (position) (1)

事实 (fact) (9)

• 2026-06-10 · FP4 FLOPS
  Rubin is 50PFLOPS
  tags: 好数字 · → daily
  value: qty=50 PFLOPS
• 2026-06-10 · FLOPS/W
  FLOPS/W is 21 TFLOPS/W for Rubin
  tags: 好数字 · → daily
  value: qty=21 TFLOPS/W
• 2026-06-10 · memory bandwidth gap vs Ascend
  I think the mem bandwidth gap is also 3x
  tags: 好数字 · → daily
  value: qty=3x
• 2026-06-10 · GB/W-s
  Rubin is 9.5 GigaBytes/W-s
  tags: 好数字 · → daily
  value: qty=9.5 GigaBytes/W-s
• 2026-05-12 · mass production start
  mass production of TPU v8, Rubin, and Trainium3 starts in Q4 2026
  tags: 好数字 · → daily
  value: date=Q4 2026
• 2026-06-11 · 延迟
  Rubin got delayed
  tags: 好信源 · → daily
  value: direction=delayed
• 2026-05-31 · 需求强制采用全液冷方案
  Rubin mandates full liquid cooling so it inflects with the GPUs
  tags: 好思考 · → daily
  value: date=2027
• 2026-04-26 · NVL72 自身 LPDDR 容量
  NVL72 Rubin has 54TB LPDDR itself
  tags: 好数字 · → daily
  value: qty=54TB
• 2026-04-26 · NVL72 HBM4 容量
  20.7TB HBM4
  tags: 好数字 · → daily
  value: qty=20.7TB

时间轴 (近 20)

• 2026-06-30 · forecast · 放量加剧供应错配 · → daily
• 2026-06-27 · forecast · 内存/逻辑成本比 · → daily
• 2026-06-27 · forecast · NAND需求 · → daily
• 2026-06-13 · forecast · could be supplied only within US · → daily
• 2026-06-11 · fact · 延迟 · → daily
• 2026-06-10 · fact · FP4 FLOPS · → daily
• 2026-06-10 · fact · FLOPS/W · → daily
• 2026-06-10 · fact · memory bandwidth gap vs Ascend · → daily
• 2026-06-10 · fact · GB/W-s · → daily
• 2026-06-10 · forecast · shipping period · → daily
• 2026-06-10 · forecast · 延迟风险 · → daily
• 2026-05-31 · fact · 需求强制采用全液冷方案 · → daily
• 2026-05-31 · forecast · 独特烹饪技术用于满足热管理要求 · → daily
• 2026-05-20 · position · ramp delay · → daily
• 2026-05-17 · narrative · N3 wafer partially shifted to Vera · → daily
• 2026-05-12 · fact · mass production start · → daily
• 2026-05-08 · forecast · 发布时间 · → daily
• 2026-05-05 · forecast · 推理成本降低幅度 vs Blackwell · → daily
• 2026-04-26 · fact · NVL72 自身 LPDDR 容量 · → daily
• 2026-04-26 · fact · NVL72 HBM4 容量 · → daily

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