TrendForce：NVIDIA Rubin 换代启动，高端 GPU 交期延长 5 周至 45 周
TrendForce: Top-end GPU lead times jumped 5 weeks to 45 as NVIDIA’s Rubin transition begins.
TrendForce 数据显示，随着 NVIDIA Rubin 换代启动，高端 GPU 交期延长 5 周至 45 周。超大规模云厂商可能优先拿到 Rubin，企业买家则继续使用现有 GPU 平台。内存方面，96GB 和 128GB RDIMM 到货加快，32GB 和 64GB 模组仍然严重紧张；DRAM 交期缩短 1 周至 19 周，仍超过正常水平的两倍。由于服务器要等最慢的部件到齐才能出货，Rubin 的产能爬坡取决于交期超过均衡水平 3 倍的基板和电容。
正文
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.