It is being reported that Nvidia’s upcoming Rubin AI chip may face production delays due to a redesign aimed at competing with AMD’s MI450.
Key takeaways:
- Redesign for Competition: Nvidia is reportedly redesigning the Rubin chip to better compete with AMD’s upcoming MI450, potentially causing delays. The MI450 is AMD’s first rack-scale, 72-processor AI server, posing a significant challenge to Nvidia’s market dominance.
- Initial Tapeout and Redesign: The first version of Rubin was completed in late June, but Nvidia is now making adjustments, pushing the next “tape out” (final design stage) to late September or October.
- Potential Impact on Volume: This redesign could result in limited Rubin chip production volumes in 2026, according to a Fubon Research analyst.
- Nvidia’s Response: Nvidia, however, has stated the report is incorrect and that Rubin is “on track,” according to Barron’s.
- Blackwell vs. Rubin: Rubin is slated to be the successor to Nvidia’s current Blackwell chips, which are currently seeing strong demand and increased production.
- Market Share and Competition for Resources: While Nvidia currently holds a significant lead in the AI chip market share, particularly in advanced packaging technologies like CoWoS, competitors like AMD and Broadcom are showing strong growth in their capacity allocations at TSMC.
