重點導讀
TrendForce 報告指出，NVIDIA Rubin 轉型使高階 GPU 交付時間從 40 週跳升至 45 週，對企業採購造成影響。
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Rohan Paul@rohanpaul_ai
·3 小時前
TrendForce: Top-end GPU lead times jumped 5 weeks to 45 as NVIDIA’s Rubin transition begins.
Hyperscalers will likely get NVIDIA’s Rubin first, leaving enterprise buyers on existing GPU platforms.
96GB and 128GB RDIMMs are arriving faster, but 32GB and 64GB modules remain severely tight.
DRAM lead times eased 1 week to 19, yet still run more than double normal.
Since a server ships only when its slowest part arrives, Rubin’s ramp depends on substrates and capacitors running more than 3 times their balanced lead times.
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