NVIDIA’s upcoming Rubin architecture and its GPUs are moving forward as scheduled, staying true to the company’s annual release cycle. However, there have been talks about a potential delay in the Rubin lineup, which could be postponed by several months. The delay is reportedly due to a redesign aimed at intensifying competition with AMD.
The next-generation AI hardware market is witnessing a fierce competition between NVIDIA and AMD, with both companies striving to outdo each other. NVIDIA is rumored to be considering a redesign of Rubin to combat this increasing rivalry. According to Fubon Research, this redesign may result in limited production volumes in 2026, potentially delaying the launch by four to six months.
Although detailed specifics of the redesign remain unclear, the move appears to be a strategic response to AMD’s upcoming Instinct MI450 AI series. This series is expected to feature impressive configurations and high HBM capacities, which could pose a significant challenge to NVIDIA. AMD’s approach involves modular design using Infinity Fabric over Ethernet, facilitating easier deployment.
The Rubin redesign could indeed limit the shipment volume in 2026, echoing the current situation with Blackwell Ultra. This timing coincides closely with the anticipated launch of AMD’s MI450, suggesting that the Rubin Ultra might also see a delay. While specific reasons for this potential delay are not fully detailed, it seems linked to NVIDIA’s intense product cycle, which has occasionally led to challenges.
