Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Joined February 2019
1.5K Following 55.1K Followers
This is not good news for Nvidia. $NVDA
INTERESTING: Only 3 months after Rubin Ultra was announced at GTC 2026, the original 4-die Rubin Ultra has been cancelled due to manufacturing execution concerns. The new “Rubin Ultra” is half the size/~ half the real-world performance of the original Rubin Ultra. 1/4🧵
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