[Update – 8/14/25] – NVIDIA’s Rubin architecture and respective GPUs remain on track as part of the company’s annual cadence.
[Original Post / Debunked] NVIDIA’s next-gen Rubin lineup might be delayed by at least a few months, as Team Green is redesigning the lineup to give AMD a tougher competition.
NVIDIA’s Rubin Redesign Might Limit Production Volumes in 2026, But Will Increase Competition With AMD
The next-gen AI hardware segment is expected to see many changes in terms of the shift in market share from NVIDIA to AMD. Both firms are battling fiercely to bring superior equipment out there; however, NVIDIA seems to see the competition ramping up unexpectedly, which is why the firm is looking for a Rubin redesign. Based on a report by the Fubon Research, which is part of one of the largest banks in Taiwan, it is claimed that Rubin will have limited volume in 2026, marking a delay of approximately four to six months.
While the specifics of a redesign are uncertain for now, NVIDIA’s decision is reportedly based on AMD’s Instinct MI450 AI lineup. The latter is claimed to debut with IF64 and IF128 configurations, competing with Vera Rubin. More importantly, AMD is claimed to go heavy on HBM capacity, reportedly featuring up to 432 GB per GPU. Hence, NVIDIA might target newer Rubin configurations, but this is just an estimate for now. Moreover, AMD relies on design modularity through the use of Infinity Fabric over Ethernet, which allows for easier rack deployment.
It is claimed that the Rubin redesign will limit the shipment volume of the next-gen architecture in 2026, similar to what is happening now with Blackwell Ultra. Eventually, that timeline would be right in time for MI450 to debut in the market, which means Rubin Ultra might get pushed ahead as well. While the reason for Rubin’s delay isn’t specific, our estimate does indicate that NVIDIA’s vigorous product cycle might have caused issues for the firm, and we have discussed this aspect in depth here.
