Rohan Paul· @rohanpaul_ai · X·· 2 小时前AI 评分54
AI 导读
TrendForce 报告指出，随着 NVIDIA Rubin 过渡期的开启，高端 GPU 交期延长 5 周达到 45 周，超大规模云厂商将优先获得 Rubin 平台。同时，96GB 和 128GB RDIMM 供应改善，但 32GB 和 64GB 模块依然严重紧缺，DRAM 交期回落 1 周至 19 周。
正文 · 原文
TrendForce: Top-end GPU lead times jumped 5 weeks to 45 as NVIDIA’s Rubin transition begins.
Hyperscalers will likely get NVIDIA’s Rubin first, leaving enterprise buyers on existing GPU platforms.
96GB and 128GB RDIMMs are arriving faster, but 32GB and 64GB modules remain severely tight.
DRAM lead times eased 1 week to 19, yet still run more than double normal.
Since a server ships only when its slowest part arrives, Rubin’s ramp depends on substrates and capacitors running more than 3 times their balanced lead times.
来源：Rohan Paul · x.com