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NEWS TAGGED RUBIN
Friday 17 July 2026
Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs
Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical...
Thursday 16 July 2026
Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

Wednesday 15 July 2026
Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...
Monday 13 July 2026
Nvidia's HVDC shift could reshape data center power chains worldwide
Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift...
Friday 10 July 2026
HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

Friday 10 July 2026
PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

Wednesday 8 July 2026
Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated...

Tuesday 7 July 2026
Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...
Tuesday 30 June 2026
New GPU and ASIC platforms to drive stronger server shipments in 2H26

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...

Tuesday 30 June 2026
DRAM price surge tests South Korean memory makers' HBM4 push

Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory,...

Friday 26 June 2026
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners...
Thursday 25 June 2026
Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape,...
Thursday 18 June 2026
Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
Wednesday 17 June 2026
Bull and Foxconn to build Nvidia's latest AI servers in Europe

Bull, the French computing company, and Foxconn announced Tuesday that they will manufacture systems based on Nvidia's Vera Rubin NVL72...

Saturday 13 June 2026
Nvidia turns to Vera CPU in China as H200 sales stall

Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that...