NVIDIA's next-gen Rubin AI GPUs not delayed, no changes to fight AMD Instinct MI450 AI chips

NVIDIA's next-gen Rubin AI GPU architecture hasn't been delayed, after rumors flew in the last few hours that Rubin was being delayed to better fight AMD's next-gen Instinct MI450 AI accelerators.

But in a response from an NVIDIA spokesperson who said recent reports of Rubin being delayed are "incorrect" and that "Rubin is on track". This is after reports surfaced claiming NVIDIA has delayed Rubin, redesigning the chip from 1800W power to 2000W of power to better compete with AMD's next-gen Instinct MI450 AI accelerator.

The earlier report has been debunked, with official comment from NVIDIA reaffirming Rubin is on track, which last we heard there will be 5.7 million Rubin AI GPUs shipped in 2026, each with next-generation HBM4 memory and up to 1800W of power per R100 AI chip.

The original report said: "we think that it is very likely that Rubin is delayed. The first Rubin was already taped out in late June, but NVIDIA is now redesigning the chip to better match AMD's upcoming MI450. Also, we think the Rubin chip will likely hit 2000W per chip, compared to 1800W when it was announced earlier".

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"We think the next tape out schedule will be in late September or October, and based on the tape out schedule, the Rubin volume will be limited in 2026. AMD and Broadcom will be the fastest growing CoWoS customers for TSMC. AMD will use CoWoS for both CPU and GPU in 2026. Broadcom will benefit from multiple projects' production schedule. However, the OpenAI Titan chip may be a swing factor as we currently haven't seen this chip being taped out, but we see the upside for both AMD and Broadcom".