NVIDIA's next-gen Rubin AI GPU-To The Moon - Tiger Brokers Online Investing Community - To The Moon

NVIDIA's next-gen Rubin AI GPUs are reportedly undergoing a redesign to better compete with AMD's upcoming Instinct MI450 AI accelerators, which might impact the launch timeline. However, NVIDIA has denied delay rumors, stating that Rubin is on track and will be released as planned.

Current Status of NVIDIA's Rubin GPUs:

🤞 Launch Timeline

Expected to be available in the second half of 2025, with some reports suggesting a release in 2026.

🤞Design and Features

Rubin GPUs will feature advanced memory, including HBM4, and a newer semiconductor process node than Blackwell.

🙄 Potential Delay

Some analysts believe that the redesign might delay the launch by a few months, potentially giving AMD a chance to catch up.

AMD's Competitive Position:

✅️ Instinct MI450 AI Accelerators

AMD's upcoming AI accelerators are expected to give NVIDIA a run for its money, potentially changing the competitive landscape in the AI GPU market.

✅️ Competition Heating Up

The rivalry between NVIDIA and AMD is intensifying, with both companies pushing the boundaries of AI processing and GPU technology.

⁉️ NVIDIA's Response ⁉️

Denial of Delay

NVIDIA has denied reports of a delay, stating that Rubin is on track and will be released according to plan.

Focus on Competition

The company is clearly focused on competing with AMD and other players in the market, with a strong emphasis on innovation and performance.

You guys be the judge. Either way, I'm only dip buying them when they fall hopefully in Sept / Oct. Not into buying them now.

@icycrystal @Zarkness @DanTEOHH @JiaDeName @LULU ROCKET @BABY SPACEROCK @nomadic_m @Tiger_comments @TigerPicks @TigerStars

Modified in.08-17

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Zarkness
08-17
Zarkness
I agree ! Dip buying and not chasing the highs and higher . Patience 🙏
- Zarkness:
  Yes I agree 💕🙏
- SPACE ROCKET:
  Yeah patience is a virtue! Don't have to trade every single day. Value quality of trade over quantity of trades!

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After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>NVIDIA's next-gen Rubin AI GPUs are reportedly undergoing a redesign to better compete with AMD's upcoming Instinct MI450 AI accelerators, which might impact the launch timeline. However, NVIDIA has denied delay rumors, stating that Rubin is on track and will be released as planned.</p>\n<p><br></p>\n<p>Current Status of NVIDIA's Rubin GPUs:</p>\n<p>🤞 Launch Timeline</p>\n<p>Expected to be available in the second half of 2025, with some reports suggesting a release in 2026.</p>\n<p><br></p>\n<p>🤞Design and Features</p>\n<p>Rubin GPUs will feature advanced memory, including HBM4, and a newer semiconductor process node than Blackwell.</p>\n<p><br></p>\n<p>🙄 Potential Delay</p>\n<p>Some analysts believe that the redesign might delay the launch by a few months, potentially giving AMD a chance to catch up.</p>\n<p><br></p>\n<p>AMD's Competitive Position:</p>\n<p>✅️ Instinct MI450 AI Accelerators&nbsp;</p>\n<p>AMD's upcoming AI accelerators are expected to give NVIDIA a run for its money, potentially changing the competitive landscape in the AI GPU market.</p>\n<p>✅️ Competition Heating Up</p>\n<p>The rivalry between NVIDIA and AMD is intensifying, with both companies pushing the boundaries of AI processing and GPU technology.</p>\n<p><br></p>\n<p>⁉️ NVIDIA's Response ⁉️</p>\n<p>Denial of Delay</p>\n<p>NVIDIA has denied reports of a delay, stating that Rubin is on track and will be released according to plan.</p>\n<p>Focus on Competition</p>\n<p>The company is clearly focused on competing with AMD and other players in the market, with a strong emphasis on innovation and performance.</p>\n<p><br></p>\n<p>You guys be the judge. 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Not into buying them now.</p>\n<p><a href=\"https://ttm.financial/U/4132300740238052\">@icycrystal </a>&nbsp;<a href=\"https://ttm.financial/U/3572916667219493\">@Zarkness </a>&nbsp;<a href=\"https://ttm.financial/U/3574587439900861\">@DanTEOHH </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/4210798667918912\">@LULU ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4142551860919612\">@nomadic_m </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments&nbsp;</a><a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>NVIDIA's next-gen Rubin AI GPUs are reportedly undergoing a redesign to better compete with AMD's upcoming Instinct MI450 AI accelerators, which might impact the launch timeline. However, NVIDIA has denied delay rumors, stating that Rubin is on track and will be released as planned.</p>\n<p><br></p>\n<p>Current Status of NVIDIA's Rubin GPUs:</p>\n<p>🤞 Launch Timeline</p>\n<p>Expected to be available in the second half of 2025, with some reports suggesting a release in 2026.</p>\n<p><br></p>\n<p>🤞Design and Features</p>\n<p>Rubin GPUs will feature advanced memory, including HBM4, and a newer semiconductor process node than Blackwell.</p>\n<p><br></p>\n<p>🙄 Potential Delay</p>\n<p>Some analysts believe that the redesign might delay the launch by a few months, potentially giving AMD a chance to catch up.</p>\n<p><br></p>\n<p>AMD's Competitive Position:</p>\n<p>✅️ Instinct MI450 AI Accelerators&nbsp;</p>\n<p>AMD's upcoming AI accelerators are expected to give NVIDIA a run for its money, potentially changing the competitive landscape in the AI GPU market.</p>\n<p>✅️ Competition Heating Up</p>\n<p>The rivalry between NVIDIA and AMD is intensifying, with both companies pushing the boundaries of AI processing and GPU technology.</p>\n<p><br></p>\n<p>⁉️ NVIDIA's Response ⁉️</p>\n<p>Denial of Delay</p>\n<p>NVIDIA has denied reports of a delay, stating that Rubin is on track and will be released according to plan.</p>\n<p>Focus on Competition</p>\n<p>The company is clearly focused on competing with AMD and other players in the market, with a strong emphasis on innovation and performance.</p>\n<p><br></p>\n<p>You guys be the judge. Either way, I'm only dip buying them when they fall hopefully in Sept / Oct. Not into buying them now.</p>\n<p><a href=\"https://ttm.financial/U/4132300740238052\">@icycrystal </a>&nbsp;<a href=\"https://ttm.financial/U/3572916667219493\">@Zarkness </a>&nbsp;<a href=\"https://ttm.financial/U/3574587439900861\">@DanTEOHH </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/4210798667918912\">@LULU ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4142551860919612\">@nomadic_m </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments&nbsp;</a><a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;</p></body></html>","text":"NVIDIA's next-gen Rubin AI GPUs are reportedly undergoing a redesign to better compete with AMD's upcoming Instinct MI450 AI accelerators, which might impact the launch timeline. However, NVIDIA has denied delay rumors, stating that Rubin is on track and will be released as planned. Current Status of NVIDIA's Rubin GPUs: 🤞 Launch Timeline Expected to be available in the second half of 2025, with some reports suggesting a release in 2026. 🤞Design and Features Rubin GPUs will feature advanced memory, including HBM4, and a newer semiconductor process node than Blackwell. 🙄 Potential Delay Some analysts believe that the redesign might delay the launch by a few months, potentially giving AMD a chance to catch up. AMD's Competitive Position: ✅️ Instinct MI450 AI Accelerators AMD's upcoming AI accelerators are expected to give NVIDIA a run for its money, potentially changing the competitive landscape in the AI GPU market. ✅️ Competition Heating Up The rivalry between NVIDIA and AMD is intensifying, with both companies pushing the boundaries of AI processing and GPU technology. ⁉️ NVIDIA's Response ⁉️ Denial of Delay NVIDIA has denied reports of a delay, stating that Rubin is on track and will be released according to plan. Focus on Competition The company is clearly focused on competing with AMD and other players in the market, with a strong emphasis on innovation and performance. You guys be the judge. Either way, I'm only dip buying them when they fall hopefully in Sept / Oct. 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Dip buying and not chasing the highs and higher . Patience 🙏","text":"I agree ! Dip buying and not chasing the highs and higher . Patience 🙏","html":"I agree ! Dip buying and not chasing the highs and higher . Patience 🙏","likeSize":1,"commentSize":2,"subComments":[{"id":468923727049288,"commentId":"468923727049288","gmtCreate":1755486676028,"gmtModify":1755486680694,"authorId":3572916667219493,"author":{"id":3572916667219493,"idStr":"3572916667219493","authorId":3572916667219493,"name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":468566613139464,"objectIdStr":"468566613139464","type":1,"supId":468601448652856,"supIdStr":"468601448652856","prevId":0,"prevIdStr":"0","content":"Yes I agree 💕🙏","text":"Yes I agree 💕🙏","html":"Yes I agree 💕🙏","disclaimerType":0},{"id":468777031782856,"commentId":"468777031782856","gmtCreate":1755472270354,"gmtModify":1755472275208,"authorId":4093561479903300,"author":{"id":4093561479903300,"idStr":"4093561479903300","authorId":4093561479903300,"name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/5f9c495dd9f776573648d60f1476fdab","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":"93.58%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":468566613139464,"objectIdStr":"468566613139464","type":1,"supId":468601448652856,"supIdStr":"468601448652856","prevId":0,"prevIdStr":"0","content":"Yeah patience is a virtue! Don't have to trade every single day. Value quality of trade over quantity of trades!","text":"Yeah patience is a virtue! Don't have to trade every single day. Value quality of trade over quantity of trades!","html":"Yeah patience is a virtue! Don't have to trade every single day. Value quality of trade over quantity of trades!","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/468566613139464"}