SemiAnalysis· @SemiAnalysis_ · X·· 2026-06-30精选AI 评分77
AI 导读
有意思：在GTC 2026宣布Rubin Ultra仅3个月后，原4-die Rubin Ultra因制造执行问题被取消。新的“Rubin Ultra”尺寸减半，实际性能约为原版的一半。1/4🧵
推荐理由
NVIDIA 原版 Rubin Ultra 取消并减半规格是今年硬件领域最大的意外，所有依赖下一代算力增长的公司都得重估路线图。
正文 · 原文
INTERESTING: Only 3 months after Rubin Ultra was announced at GTC 2026, the original 4-die Rubin Ultra has been cancelled due to manufacturing execution concerns. The new “Rubin Ultra” is half the size/~ half the real-world performance of the original Rubin Ultra. 1/4🧵
来源：SemiAnalysis · x.com