@RubinReport He can do me and a lot of other people a favor and stay far away. No one needs this. If he opens his mouth for one of his pithy speeches, it's going to be ugly. Let him make a speech at City Hall where he can hold a photo of Mohammed Atta in remembrance of his service that day.

Nvidia Rubin Teardown! Direct from SemiAnalysis: in the lab, on the bench. Reach out to sales@semianalysis.com now to learn how you can get early access to the hardest hitting insights in DC/AI hardware.

$TER: Rubin Test Times Are Nearly Twice Blackwell’s At SEMICON West, $TER told Goldman Sachs ($GS) that test times for $NVDA’s Rubin are nearly twice Blackwell’s, according to the bank’s October 14 research note. The implication: even unchanged GPU shipment volumes could require more testing capacity if each device occupies equipment longer. That gives $TER a potential demand driver beyond unit growth. Actual equipment demand still depends on parallel testing, utilization and test-program optimization. Source: Goldman Sachs ($GS), SEMICON West 2026 research note, October 14, 2026.

$NVDA Rubin BoM shows where the AI dollar is moving as memory now represents 24% of system cost and DRAM alone is larger than HBM: • GPU excluding HBM 70% • DRAM 13% • HBM 9% • NAND 2% • NVLink 2% • Cooling 2% • Power supply 1% • CPU 1% That fits the architecture too because Rubin increases memory bandwidth 2.8x versus 2.3x more compute which broadens opportunity across HBM DRAM and NAND for $MU and $SKHY while Nvidia still captures most of the value inside each rack.

Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design

Joel Rubin on Hasan Piker: "We American Jews don't need an anti-Semite to tell us what anti-Semitism is." "[Father Coughlin] was taken off the air, thankfully, by the Church and ultimately shamed publicly…that's where Hasan Piker needs to go." "We need to shame this man, get him out of our party." "He's trafficking in hate speech, and that has to be out. The same thing goes for, like, Nick Fuentes and the Republican Party. He's not a member of the big tent, he's a right-winger, but he's out, and I commend those who are pushing him out." "El-Sayed is being dragged down now by this hatemonger."