Rohan Paul· @rohanpaul_ai · X·· 3 小时前AI 评分53
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TrendForce 报告称随着 NVIDIA Rubin 过渡开始，高端 GPU 交期延长 5 周至 45 周，超大规模客户将优先获得 Rubin，企业买家仍停留在现有 GPU 平台。
正文 · 原文
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.
来源：Rohan Paul · x.com