SemiAnalysis
@SemiAnalysis_
Joined January 2024
29 Following 149.3K Followers
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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