Re: the rumor that NVIDIA cut orders
One thing I’ve been able to confirm is that Rubin has been delayed again. I’m told motherboard warpage caused the latest delay and that the HBM issue was resolved in October. (As it happens, Korean media reported today that SK hynix’s HBM4 yield had reached 70%.) As a result, volume shipments of Rubin have slipped to 2027, and I’m told NVIDIA has increased its Blackwell orders in the meantime.
Since posting about the rumored order cuts, I’ve spoken with several funds and supply chain contacts. One rumor making the rounds is that CCL orders were cut by 30%. One source I spoke with said that claim was false.
I hope this helps. Thanks.
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